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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 | $21,398 | $209,425-89.8% | $178,499-88.0% | $158,966-86.5% |
| Participation rate | 77.3% | 86.4%-9.1pp | 81.9%-4.7pp | 82.0%-4.7pp |
| Annual return | 8.62% | 188.80%-180.2pp | 151.10%-142.5pp | 302.95%-294.3pp |
| Employer contribution / active EE | $1,397 | $5,707-75.5% | $5,011-72.1% | $4,762-70.7% |
| Participant deferral / active EE | $1,474 | $5,955-75.3% | $5,202-71.7% | $5,983-75.4% |
| Admin fee / account holder | $4,502 | $17,078-73.6% | $13,986-67.8% | $11,250-60.0% |