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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 | $15,336 | $148,558-89.7% | $135,925-88.7% | $139,427-89.0% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 158.15% | 79.22%+78.9pp | 68.25%+89.9pp | 373.27%-215.1pp |
| Employer contribution / active EE | $1,136 | $5,244-78.3% | $4,857-76.6% | $4,752-76.1% |
| Participant deferral / active EE | $1,814 | $8,101-77.6% | $7,759-76.6% | $6,711-73.0% |
| Admin fee / account holder | $1,523 | $12,401-87.7% | $10,764-85.9% | $11,404-86.6% |