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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 | $15,022 | $129,737-88.4% | $119,126-87.4% | $154,746-90.3% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 13.22% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,254 | $4,375-71.3% | $4,034-68.9% | $4,379-71.4% |
| Participant deferral / active EE | $1,590 | $5,842-72.8% | $5,318-70.1% | $6,730-76.4% |
| Admin fee / account holder | $3,464 | $11,961-71.0% | $10,693-67.6% | $14,365-75.9% |