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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 | $16,421 | $227,399-92.8% | $189,758-91.3% | $198,609-91.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 9.88% | 61.03%-51.2pp | 52.62%-42.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $1,839 | $5,526-66.7% | $4,767-61.4% | $5,055-63.6% |
| Participant deferral / active EE | $2,463 | $6,837-64.0% | $5,856-57.9% | $6,977-64.7% |
| Admin fee / account holder | $18,359 | $25,162-27.0% | $20,388-10.0% | $19,030-3.5% |