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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 | $19,870 | $196,972-89.9% | $182,262-89.1% | $198,609-90.0% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 18.19% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,719 | $5,364-68.0% | $5,046-65.9% | $5,055-66.0% |
| Participant deferral / active EE | $2,057 | $8,643-76.2% | $8,276-75.2% | $6,977-70.5% |
| Admin fee / account holder | $5,304 | $18,429-71.2% | $16,712-68.3% | $19,030-72.1% |