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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 | $212,386-90.0% | $199,883-89.4% | $138,895-84.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.56% | 47.75%-35.2pp | 43.81%-31.3pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,960 | $6,625-40.2% | $6,261-36.7% | $4,194-5.6% |
| Participant deferral / active EE | $2,465 | $9,617-74.4% | $9,138-73.0% | $6,396-61.5% |
| Admin fee / account holder | $4,744 | $18,233-74.0% | $17,268-72.5% | $12,562-62.2% |