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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 | $17,518 | $217,432-91.9% | $185,849-90.6% | $167,536-89.5% |
| Participation rate | 77.3% | 86.1%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 17.64% | 148.42%-130.8pp | 122.10%-104.5pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,225 | $5,875-79.1% | $5,169-76.3% | $4,839-74.7% |
| Participant deferral / active EE | $2,160 | $6,357-66.0% | $5,569-61.2% | $6,342-65.9% |
| Admin fee / account holder | $1,286 | $19,818-93.5% | $16,244-92.1% | $12,315-89.6% |