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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 | $14,037 | $183,516-92.4% | $155,534-91.0% | $145,884-90.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.02% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,973 | $5,315-25.2% | $4,675-15.0% | $4,662-14.8% |
| Participant deferral / active EE | $1,415 | $6,467-78.1% | $5,630-74.9% | $6,690-78.9% |
| Admin fee / account holder | $6,356 | $19,293-67.1% | $15,900-60.0% | $13,392-52.5% |