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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 | $22,547 | $125,797-82.1% | $170,043-86.7% | $75,173-70.0% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 33.11% | 27.20%+5.9pp | 53.40%-20.3pp | 160.72%-127.6pp |
| Employer contribution / active EE | $1,551 | $4,616-66.4% | $6,790-77.2% | $2,671-41.9% |
| Participant deferral / active EE | $2,813 | $6,838-58.9% | $10,410-73.0% | $4,126-31.8% |
| Admin fee / account holder | $6,457 | $8,177-21.0% | $12,824-49.6% | $5,651+14.3% |