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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 | $29,938 | $227,291-86.8% | $214,702-86.1% | $155,188-80.7% |
| Participation rate | 72.7% | 88.0%-15.2pp | 87.5%-14.7pp | 80.8%-8.1pp |
| Annual return | 17.97% | 60.08%-42.1pp | 54.55%-36.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,211 | $6,772-67.3% | $6,461-65.8% | $4,248-47.9% |
| Participant deferral / active EE | $2,589 | $9,582-73.0% | $9,147-71.7% | $6,531-60.4% |
| Admin fee / account holder | $1,407 | $20,413-93.1% | $19,830-92.9% | $14,480-90.3% |