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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 | $19,564 | $197,637-90.1% | $177,848-89.0% | $158,982-87.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 18.05% | 58.77%-40.7pp | 48.33%-30.3pp | 302.99%-284.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,619 | $8,405-80.7% | $7,714-79.0% | $5,983-72.9% |
| Admin fee / account holder | $778 | $15,406-95.0% | $12,431-93.7% | $11,252-93.1% |