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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 | $23,537 | $198,462-88.1% | $170,439-86.2% | $147,585-84.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.61% | 257.30%-240.7pp | 205.94%-189.3pp | 578.58%-562.0pp |
| Employer contribution / active EE | $2,370 | $6,184-61.7% | $5,433-56.4% | $4,876-51.4% |
| Participant deferral / active EE | $777 | $5,629-86.2% | $4,939-84.3% | $5,439-85.7% |
| Admin fee / account holder | $3,696 | $16,852-78.1% | $13,881-73.4% | $10,886-66.0% |