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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 | $19,132 | $150,197-87.3% | $120,368-84.1% | $145,959-86.9% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 14.61% | 154.26%-139.7pp | 107.26%-92.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,379 | $4,350-22.3% | $3,465-2.5% | $4,661-27.5% |
| Participant deferral / active EE | $1,176 | $6,174-81.0% | $4,991-76.4% | $6,689-82.4% |
| Admin fee / account holder | $5,081 | $12,216-58.4% | $9,429-46.1% | $13,398-62.1% |