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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 | $16,094 | $171,492-90.6% | $150,734-89.3% | $198,609-91.9% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 21.99% | 804.70%-782.7pp | 600.81%-578.8pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,593 | $5,470-70.9% | $4,918-67.6% | $5,055-68.5% |
| Participant deferral / active EE | $1,940 | $6,259-69.0% | $5,610-65.4% | $6,977-72.2% |
| Admin fee / account holder | $791 | $17,628-95.5% | $14,905-94.7% | $19,030-95.8% |