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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 | $18,024 | $223,823-91.9% | $211,142-91.5% | $154,746-88.4% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 20.85% | 50.39%-29.5pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,514 | $6,787-77.7% | $6,442-76.5% | $4,379-65.4% |
| Participant deferral / active EE | $3,034 | $9,750-68.9% | $9,284-67.3% | $6,730-54.9% |
| Admin fee / account holder | $3,500 | $19,707-82.2% | $19,076-81.7% | $14,365-75.6% |