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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 | $12,078 | $227,399-94.7% | $189,758-93.6% | $198,609-93.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.04% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,566 | $5,526-71.7% | $4,767-67.1% | $5,055-69.0% |
| Participant deferral / active EE | $2,290 | $6,837-66.5% | $5,856-60.9% | $6,977-67.2% |
| Admin fee / account holder | $2,112 | $25,162-91.6% | $20,388-89.6% | $19,030-88.9% |