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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 | $20,146 | $124,336-83.8% | $111,303-81.9% | $167,518-88.0% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 12.15% | 37.45%-25.3pp | 54.66%-42.5pp | 478.71%-466.6pp |
| Employer contribution / active EE | $2,450 | $3,436-28.7% | $2,731-10.3% | $4,838-49.4% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $491 | $10,623-95.4% | $7,966-93.8% | $12,312-96.0% |