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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 | $23,219 | $196,972-88.2% | $182,262-87.3% | $198,609-88.3% |
| Participation rate | 73.7% | 85.7%-12.0pp | 84.2%-10.5pp | 82.4%-8.7pp |
| Annual return | 20.48% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,250 | $5,364-39.4% | $5,046-35.6% | $5,055-35.7% |
| Participant deferral / active EE | $3,476 | $8,643-59.8% | $8,276-58.0% | $6,977-50.2% |
| Admin fee / account holder | $439 | $18,429-97.6% | $16,712-97.4% | $19,030-97.7% |