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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 | $27,730 | $223,823-87.6% | $211,142-86.9% | $154,746-82.1% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 11.17% | 50.39%-39.2pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,107 | $6,787-69.0% | $6,442-67.3% | $4,379-51.9% |
| Participant deferral / active EE | $2,107 | $9,750-78.4% | $9,284-77.3% | $6,730-68.7% |
| Admin fee / account holder | $13,579 | $19,707-31.1% | $19,076-28.8% | $14,365-5.5% |