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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 | $25,317 | $171,492-85.2% | $150,734-83.2% | $198,609-87.3% |
| Participation rate | 71.4% | 81.4%-10.0pp | 78.4%-7.0pp | 82.4%-10.9pp |
| Annual return | 17.22% | 804.70%-787.5pp | 600.81%-583.6pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,383 | $5,470-56.4% | $4,918-51.6% | $5,055-52.9% |
| Participant deferral / active EE | $2,383 | $6,259-61.9% | $5,610-57.5% | $6,977-65.9% |
| Admin fee / account holder | $5,591 | $17,628-68.3% | $14,905-62.5% | $19,030-70.6% |