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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 | $15,628 | $227,291-93.1% | $214,702-92.7% | $155,188-89.9% |
| Participation rate | 73.7% | 88.0%-14.3pp | 87.5%-13.8pp | 80.8%-7.1pp |
| Annual return | 20.07% | 60.08%-40.0pp | 54.55%-34.5pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,274 | $6,772-66.4% | $6,461-64.8% | $4,248-46.5% |
| Participant deferral / active EE | $2,563 | $9,582-73.2% | $9,147-72.0% | $6,531-60.8% |
| Admin fee / account holder | $2,101 | $20,413-89.7% | $19,830-89.4% | $14,480-85.5% |