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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 | $19,192 | $227,399-91.6% | $189,758-89.9% | $198,609-90.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 13.42% | 61.03%-47.6pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,691 | $5,526-51.3% | $4,767-43.5% | $5,055-46.8% |
| Participant deferral / active EE | $928 | $6,837-86.4% | $5,856-84.2% | $6,977-86.7% |
| Admin fee / account holder | $2,163 | $25,162-91.4% | $20,388-89.4% | $19,030-88.6% |