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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 | $17,228 | $112,131-84.6% | $95,964-82.0% | $158,982-89.2% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 10.28% | 171.19%-160.9pp | 91.64%-81.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,423 | $3,199-55.5% | $2,541-44.0% | $4,763-70.1% |
| Participant deferral / active EE | $1,130 | $4,784-76.4% | $4,167-72.9% | $5,983-81.1% |
| Admin fee / account holder | $2,964 | $10,136-70.8% | $6,797-56.4% | $11,252-73.7% |