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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 | $22,018 | $118,708-81.5% | $98,920-77.7% | $158,966-86.1% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 11.71% | 372.49%-360.8pp | 196.47%-184.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,389 | $3,334-58.3% | $2,689-48.4% | $4,762-70.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,009 | $10,134-80.2% | $6,643-69.8% | $11,250-82.1% |