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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 | $22,622 | $89,370-74.7% | $141,197-84.0% | $72,976-69.0% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 19.75% | 111.88%-92.1pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $2,101 | $3,115-32.5% | $4,736-55.6% | $2,440-13.9% |
| Participant deferral / active EE | $1,303 | $5,419-76.0% | $6,710-80.6% | $3,608-63.9% |
| Admin fee / account holder | $1,659 | $5,957-72.2% | $10,265-83.8% | $5,124-67.6% |