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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 | $29,364 | $202,342-85.5% | $172,752-83.0% | $152,897-80.8% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.5%+1.8pp |
| Annual return | 17.19% | 1029.83%-1012.6pp | 802.97%-785.8pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,495 | $5,858-74.5% | $5,144-70.9% | $4,764-68.6% |
| Participant deferral / active EE | $2,011 | $5,948-66.2% | $5,198-61.3% | $5,851-65.6% |
| Admin fee / account holder | $1,052 | $17,111-93.9% | $13,955-92.5% | $11,599-90.9% |