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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 | $19,398 | $209,874-90.8% | $189,537-89.8% | $167,536-88.4% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 11.71% | 748.61%-736.9pp | 555.34%-543.6pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,839 | $6,913-73.4% | $6,161-70.2% | $4,839-62.0% |
| Participant deferral / active EE | $1,890 | $8,934-78.8% | $8,220-77.0% | $6,342-70.2% |
| Admin fee / account holder | $1,696 | $14,299-88.1% | $12,048-85.9% | $12,315-86.2% |