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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 | $36,219 | $137,414-73.6% | $189,545-80.9% | $85,851-57.8% |
| Participation rate | 72.4% | 84.6%-12.2pp | 87.8%-15.4pp | 69.3%+3.1pp |
| Annual return | 16.83% | 38.14%-21.3pp | 555.36%-538.5pp | 318.63%-301.8pp |
| Employer contribution / active EE | $2,029 | $4,344-53.3% | $6,162-67.1% | $2,565-20.9% |
| Participant deferral / active EE | $2,483 | $6,260-60.3% | $8,220-69.8% | $3,952-37.2% |
| Admin fee / account holder | $4,081 | $8,630-52.7% | $12,049-66.1% | $6,261-34.8% |