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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 | $17,437 | $227,399-92.3% | $189,758-90.8% | $198,609-91.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 18.90% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,888 | $5,526-65.8% | $4,767-60.4% | $5,055-62.7% |
| Participant deferral / active EE | $2,555 | $6,837-62.6% | $5,856-56.4% | $6,977-63.4% |
| Admin fee / account holder | $2,072 | $25,162-91.8% | $20,388-89.8% | $19,030-89.1% |