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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 | $14,082 | $227,399-93.8% | $189,758-92.6% | $198,609-92.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 19.33% | 61.03%-41.7pp | 52.62%-33.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $2,275 | $5,526-58.8% | $4,767-52.3% | $5,055-55.0% |
| Participant deferral / active EE | $3,062 | $6,837-55.2% | $5,856-47.7% | $6,977-56.1% |
| Admin fee / account holder | $1,480 | $25,162-94.1% | $20,388-92.7% | $19,030-92.2% |