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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 | $20,612 | $217,432-90.5% | $185,849-88.9% | $167,536-87.7% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 29.05% | 148.42%-119.4pp | 122.10%-93.0pp | 478.82%-449.8pp |
| Employer contribution / active EE | $1,957 | $5,875-66.7% | $5,169-62.1% | $4,839-59.6% |
| Participant deferral / active EE | $564 | $6,357-91.1% | $5,569-89.9% | $6,342-91.1% |
| Admin fee / account holder | $1,609 | $19,818-91.9% | $16,244-90.1% | $12,315-86.9% |