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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 | $28,723 | $196,972-85.4% | $182,262-84.2% | $198,609-85.5% |
| Participation rate | 82.4% | 85.7%-3.3pp | 84.2%-1.9pp | 82.4%0pp |
| Annual return | 19.94% | 158.27%-138.3pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,562 | $5,364-70.9% | $5,046-69.0% | $5,055-69.1% |
| Participant deferral / active EE | $3,445 | $8,643-60.1% | $8,276-58.4% | $6,977-50.6% |
| Admin fee / account holder | $464 | $18,429-97.5% | $16,712-97.2% | $19,030-97.6% |