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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 | $14,638 | $175,257-91.6% | $149,717-90.2% | $139,456-89.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 32.19% | 166.70%-134.5pp | 134.41%-102.2pp | 373.45%-341.3pp |
| Employer contribution / active EE | $1,731 | $5,477-68.4% | $4,820-64.1% | $4,753-63.6% |
| Participant deferral / active EE | $1,527 | $6,521-76.6% | $5,682-73.1% | $6,711-77.2% |
| Admin fee / account holder | $1,765 | $16,156-89.1% | $13,213-86.6% | $11,407-84.5% |