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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 | $20,825 | $212,386-90.2% | $199,883-89.6% | $138,895-85.0% |
| Participation rate | 76.5% | 87.4%-10.9pp | 86.8%-10.3pp | 79.9%-3.4pp |
| Annual return | 15.89% | 47.75%-31.9pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,586 | $6,625-76.1% | $6,261-74.7% | $4,194-62.2% |
| Participant deferral / active EE | $2,671 | $9,617-72.2% | $9,138-70.8% | $6,396-58.2% |
| Admin fee / account holder | $1,536 | $18,233-91.6% | $17,268-91.1% | $12,562-87.8% |