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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 | $19,253 | $217,427-91.1% | $185,837-89.6% | $167,518-88.5% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 21.97% | 148.39%-126.4pp | 122.08%-100.1pp | 478.71%-456.7pp |
| Employer contribution / active EE | $1,512 | $5,874-74.3% | $5,168-70.8% | $4,838-68.8% |
| Participant deferral / active EE | $2,167 | $6,357-65.9% | $5,568-61.1% | $6,342-65.8% |
| Admin fee / account holder | $1,307 | $19,816-93.4% | $16,241-92.0% | $12,312-89.4% |