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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 | $18,558 | $196,972-90.6% | $182,262-89.8% | $198,609-90.7% |
| Participation rate | 82.4% | 85.7%-3.3pp | 84.2%-1.9pp | 82.4%0pp |
| Annual return | 13.63% | 158.27%-144.6pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,739 | $5,364-67.6% | $5,046-65.5% | $5,055-65.6% |
| Participant deferral / active EE | $2,838 | $8,643-67.2% | $8,276-65.7% | $6,977-59.3% |
| Admin fee / account holder | $2,584 | $18,429-86.0% | $16,712-84.5% | $19,030-86.4% |