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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 | $36,293 | $137,414-73.6% | $189,545-80.9% | $85,851-57.7% |
| Participation rate | 83.0% | 84.6%-1.6pp | 87.8%-4.8pp | 69.3%+13.7pp |
| Annual return | 12.49% | 38.14%-25.7pp | 555.36%-542.9pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,900 | $4,344-56.3% | $6,162-69.2% | $2,565-25.9% |
| Participant deferral / active EE | $2,712 | $6,260-56.7% | $8,220-67.0% | $3,952-31.4% |
| Admin fee / account holder | $2,648 | $8,630-69.3% | $12,049-78.0% | $6,261-57.7% |