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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 | $14,145 | $227,399-93.8% | $189,758-92.5% | $198,609-92.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 19.68% | 61.03%-41.4pp | 52.62%-32.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $2,340 | $5,526-57.7% | $4,767-50.9% | $5,055-53.7% |
| Participant deferral / active EE | $3,177 | $6,837-53.5% | $5,856-45.7% | $6,977-54.5% |
| Admin fee / account holder | $1,276 | $25,162-94.9% | $20,388-93.7% | $19,030-93.3% |