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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 | $19,611 | $108,825-82.0% | $156,181-87.4% | $82,448-76.2% |
| Participation rate | 70.5% | 72.4%-1.9pp | 78.8%-8.3pp | 68.1%+2.4pp |
| Annual return | 68.13% | 20.59%+47.5pp | 64.87%+3.3pp | 41.64%+26.5pp |
| Employer contribution / active EE | $1,285 | $2,870-55.2% | $4,294-70.1% | $2,551-49.6% |
| Participant deferral / active EE | $1,835 | $4,577-59.9% | $6,132-70.1% | $4,139-55.7% |
| Admin fee / account holder | $2,825 | $9,341-69.8% | $14,586-80.6% | $7,234-61.0% |