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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,828 | $217,427-90.4% | $185,837-88.8% | $167,518-87.6% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 21.87% | 148.39%-126.5pp | 122.08%-100.2pp | 478.71%-456.8pp |
| Employer contribution / active EE | $1,923 | $5,874-67.3% | $5,168-62.8% | $4,838-60.3% |
| Participant deferral / active EE | $1,926 | $6,357-69.7% | $5,568-65.4% | $6,342-69.6% |
| Admin fee / account holder | $346 | $19,816-98.3% | $16,241-97.9% | $12,312-97.2% |