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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 | $12,956 | $157,829-91.8% | $136,867-90.5% | $198,609-93.5% |
| Participation rate | 93.8% | 77.2%+16.6pp | 74.5%+19.2pp | 82.4%+11.4pp |
| Annual return | 19.67% | 51.25%-31.6pp | 42.97%-23.3pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,430 | $3,923-63.5% | $3,547-59.7% | $5,055-71.7% |
| Participant deferral / active EE | $1,525 | $5,463-72.1% | $4,924-69.0% | $6,977-78.1% |
| Admin fee / account holder | $878 | $11,107-92.1% | $10,340-91.5% | $19,030-95.4% |