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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 | $227,291-90.8% | $214,702-90.3% | $155,188-86.6% |
| Participation rate | 76.5% | 88.0%-11.5pp | 87.5%-11.0pp | 80.8%-4.3pp |
| Annual return | 15.89% | 60.08%-44.2pp | 54.55%-38.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,586 | $6,772-76.6% | $6,461-75.5% | $4,248-62.7% |
| Participant deferral / active EE | $2,671 | $9,582-72.1% | $9,147-70.8% | $6,531-59.1% |
| Admin fee / account holder | $1,536 | $20,413-92.5% | $19,830-92.3% | $14,480-89.4% |