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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 | $18,345 | $101,763-82.0% | $164,866-88.9% | $80,874-77.3% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 14.38% | 16.73%-2.3pp | 69.97%-55.6pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,158 | $2,954-27.0% | $4,343-50.3% | $2,756-21.7% |
| Participant deferral / active EE | $1,768 | $4,477-60.5% | $6,033-70.7% | $4,297-58.9% |
| Admin fee / account holder | $1,758 | $8,228-78.6% | $12,689-86.1% | $6,935-74.6% |