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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 | $24,418 | $217,432-88.8% | $185,849-86.9% | $167,536-85.4% |
| Participation rate | 95.8% | 86.1%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 28.18% | 148.42%-120.2pp | 122.10%-93.9pp | 478.82%-450.6pp |
| Employer contribution / active EE | $1,742 | $5,875-70.3% | $5,169-66.3% | $4,839-64.0% |
| Participant deferral / active EE | $1,340 | $6,357-78.9% | $5,569-75.9% | $6,342-78.9% |
| Admin fee / account holder | $1,713 | $19,818-91.4% | $16,244-89.5% | $12,315-86.1% |