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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 | $19,286 | $165,361-88.3% | $149,715-87.1% | $158,950-87.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 19.93% | 348.24%-328.3pp | 276.66%-256.7pp | 302.91%-283.0pp |
| Employer contribution / active EE | $1,429 | $5,103-72.0% | $4,645-69.2% | $4,762-70.0% |
| Participant deferral / active EE | $1,643 | $7,182-77.1% | $6,842-76.0% | $5,983-72.5% |
| Admin fee / account holder | $4,502 | $10,808-58.3% | $9,310-51.6% | $11,248-60.0% |