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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 | $29,513 | $86,298-65.8% | $111,308-73.5% | $85,847-65.6% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 14.75% | 19.99%-5.2pp | 54.67%-39.9pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,381 | $2,044-32.4% | $2,732-49.4% | $2,565-46.2% |
| Participant deferral / active EE | $1,504 | $3,641-58.7% | $4,487-66.5% | $3,952-61.9% |
| Admin fee / account holder | $3,200 | $8,189-60.9% | $7,965-59.8% | $6,261-48.9% |