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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 | $17,165 | $227,291-92.4% | $214,702-92.0% | $155,188-88.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 18.74% | 60.08%-41.3pp | 54.55%-35.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,914 | $6,772-71.7% | $6,461-70.4% | $4,248-54.9% |
| Participant deferral / active EE | $3,143 | $9,582-67.2% | $9,147-65.6% | $6,531-51.9% |
| Admin fee / account holder | $1,086 | $20,413-94.7% | $19,830-94.5% | $14,480-92.5% |