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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 | $32,246 | $227,399-85.8% | $189,758-83.0% | $198,609-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.58% | 61.03%-48.4pp | 52.62%-40.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,207 | $5,526-42.0% | $4,767-32.7% | $5,055-36.6% |
| Participant deferral / active EE | $1,403 | $6,837-79.5% | $5,856-76.0% | $6,977-79.9% |
| Admin fee / account holder | $2,949 | $25,162-88.3% | $20,388-85.5% | $19,030-84.5% |