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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 | $31,812 | $196,972-83.8% | $182,262-82.5% | $198,609-84.0% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 12.59% | 158.27%-145.7pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,995 | $5,364-62.8% | $5,046-60.5% | $5,055-60.5% |
| Participant deferral / active EE | $2,930 | $8,643-66.1% | $8,276-64.6% | $6,977-58.0% |
| Admin fee / account holder | $451 | $18,429-97.6% | $16,712-97.3% | $19,030-97.6% |