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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 | $15,076 | $157,276-90.4% | $141,177-89.3% | $152,885-90.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 24.34% | 64.33%-40.0pp | 71.40%-47.1pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,672 | $5,262-68.2% | $4,736-64.7% | $4,763-64.9% |
| Participant deferral / active EE | $1,797 | $7,110-74.7% | $6,710-73.2% | $5,851-69.3% |
| Admin fee / account holder | $4,168 | $12,123-65.6% | $10,263-59.4% | $11,598-64.1% |