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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 | $25,663 | $185,883-86.2% | $170,043-84.9% | $139,466-81.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.31% | 60.54%-38.2pp | 53.40%-31.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $2,745 | $7,596-63.9% | $6,790-59.6% | $4,754-42.3% |
| Participant deferral / active EE | $2,745 | $11,626-76.4% | $10,410-73.6% | $6,712-59.1% |
| Admin fee / account holder | $1,112 | $15,393-92.8% | $12,824-91.3% | $11,409-90.3% |