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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 | $13,173 | $209,422-93.7% | $178,503-92.6% | $158,982-91.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.65% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,246 | $5,707-78.2% | $5,011-75.1% | $4,763-73.8% |
| Participant deferral / active EE | $1,377 | $5,955-76.9% | $5,202-73.5% | $5,983-77.0% |
| Admin fee / account holder | $351 | $17,079-97.9% | $13,987-97.5% | $11,252-96.9% |