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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 | $24,881 | $183,988-86.5% | $162,177-84.7% | $152,897-83.7% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.5%-1.5pp |
| Annual return | 16.06% | 150.79%-134.7pp | 115.60%-99.5pp | 345.43%-329.4pp |
| Employer contribution / active EE | $1,423 | $6,370-77.7% | $5,613-74.6% | $4,764-70.1% |
| Participant deferral / active EE | $1,696 | $8,032-78.9% | $7,297-76.8% | $5,851-71.0% |
| Admin fee / account holder | $645 | $13,123-95.1% | $10,843-94.0% | $11,599-94.4% |