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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 | $20,233 | $196,972-89.7% | $182,262-88.9% | $198,609-89.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 10.11% | 158.27%-148.2pp | 140.60%-130.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,713 | $5,364-68.1% | $5,046-66.1% | $5,055-66.1% |
| Participant deferral / active EE | $2,039 | $8,643-76.4% | $8,276-75.4% | $6,977-70.8% |
| Admin fee / account holder | $22,218 | $18,429+20.6% | $16,712+32.9% | $19,030+16.8% |