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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 | $21,193 | $209,336-89.9% | $197,124-89.2% | $137,256-84.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.56% | 48.09%-35.5pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,960 | $6,591-39.9% | $6,227-36.4% | $4,156-4.7% |
| Participant deferral / active EE | $2,465 | $9,614-74.4% | $9,135-73.0% | $6,407-61.5% |
| Admin fee / account holder | $4,744 | $17,308-72.6% | $16,298-70.9% | $12,270-61.3% |