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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 | $115,931-83.1% | $185,441-89.4% | $86,983-77.5% |
| Participation rate | 70.5% | 73.6%-3.1pp | 80.3%-9.8pp | 69.5%+0.9pp |
| Annual return | 68.13% | 21.47%+46.7pp | 20.16%+48.0pp | 25.83%+42.3pp |
| Employer contribution / active EE | $1,285 | $2,937-56.2% | $4,672-72.5% | $2,584-50.3% |
| Participant deferral / active EE | $1,835 | $4,551-59.7% | $6,152-70.2% | $4,194-56.2% |
| Admin fee / account holder | $2,825 | $10,687-73.6% | $17,890-84.2% | $7,856-64.0% |