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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 | $18,752 | $227,399-91.8% | $189,758-90.1% | $198,609-90.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 8.72% | 61.03%-52.3pp | 52.62%-43.9pp | 202.70%-194.0pp |
| Employer contribution / active EE | $1,530 | $5,526-72.3% | $4,767-67.9% | $5,055-69.7% |
| Participant deferral / active EE | $1,998 | $6,837-70.8% | $5,856-65.9% | $6,977-71.4% |
| Admin fee / account holder | $1,854 | $25,162-92.6% | $20,388-90.9% | $19,030-90.3% |