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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 | $30,764 | $202,342-84.8% | $172,752-82.2% | $152,897-79.9% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 18.79% | 1029.83%-1011.0pp | 802.97%-784.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,558 | $5,858-73.4% | $5,144-69.7% | $4,764-67.3% |
| Participant deferral / active EE | $1,691 | $5,948-71.6% | $5,198-67.5% | $5,851-71.1% |
| Admin fee / account holder | $5,562 | $17,111-67.5% | $13,955-60.1% | $11,599-52.0% |