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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 | $14,903 | $138,386-89.2% | $184,260-91.9% | $80,935-81.6% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.7%+30.3pp |
| Annual return | 64.19% | 20.02%+44.2pp | 28.84%+35.3pp | 35.66%+28.5pp |
| Employer contribution / active EE | $2,592 | $4,851-46.6% | $6,427-59.7% | $2,757-6.0% |
| Participant deferral / active EE | $2,846 | $7,076-59.8% | $9,133-68.8% | $4,299-33.8% |
| Admin fee / account holder | $2,314 | $10,489-77.9% | $13,898-83.3% | $6,924-66.6% |