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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 | $37,744 | $227,399-83.4% | $189,758-80.1% | $198,609-81.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 9.57% | 61.03%-51.5pp | 52.62%-43.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,229 | $5,526-59.7% | $4,767-53.2% | $5,055-55.9% |
| Participant deferral / active EE | $2,564 | $6,837-62.5% | $5,856-56.2% | $6,977-63.2% |
| Admin fee / account holder | $77,958 | $25,162+209.8% | $20,388+282.4% | $19,030+309.7% |