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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 | $17,043 | $217,432-92.2% | $185,849-90.8% | $167,536-89.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.48% | 148.42%-133.9pp | 122.10%-107.6pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,524 | $5,875-74.1% | $5,169-70.5% | $4,839-68.5% |
| Participant deferral / active EE | $1,704 | $6,357-73.2% | $5,569-69.4% | $6,342-73.1% |
| Admin fee / account holder | $354 | $19,818-98.2% | $16,244-97.8% | $12,315-97.1% |