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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 | $31,126 | $196,972-84.2% | $182,262-82.9% | $198,609-84.3% |
| Participation rate | 81.0% | 85.7%-4.7pp | 84.2%-3.3pp | 82.4%-1.4pp |
| Annual return | 20.47% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,080 | $5,364-61.2% | $5,046-58.8% | $5,055-58.9% |
| Participant deferral / active EE | $2,815 | $8,643-67.4% | $8,276-66.0% | $6,977-59.7% |
| Admin fee / account holder | $1,571 | $18,429-91.5% | $16,712-90.6% | $19,030-91.7% |