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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 | $20,247 | $176,120-88.5% | $159,487-87.3% | $167,553-87.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.73% | 331.95%-317.2pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,106 | $5,299-79.1% | $4,831-77.1% | $4,840-77.1% |
| Participant deferral / active EE | $2,262 | $7,752-70.8% | $7,354-69.2% | $6,343-64.3% |
| Admin fee / account holder | $2,424 | $12,561-80.7% | $10,804-77.6% | $12,316-80.3% |