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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 | $217,432-90.4% | $185,849-88.8% | $167,536-87.6% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 21.87% | 148.42%-126.5pp | 122.10%-100.2pp | 478.82%-456.9pp |
| Employer contribution / active EE | $1,923 | $5,875-67.3% | $5,169-62.8% | $4,839-60.3% |
| Participant deferral / active EE | $1,926 | $6,357-69.7% | $5,569-65.4% | $6,342-69.6% |
| Admin fee / account holder | $346 | $19,818-98.3% | $16,244-97.9% | $12,315-97.2% |