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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 | $16,167 | $227,399-92.9% | $189,758-91.5% | $198,609-91.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.86% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,432 | $5,526-56.0% | $4,767-49.0% | $5,055-51.9% |
| Participant deferral / active EE | $3,114 | $6,837-54.4% | $5,856-46.8% | $6,977-55.4% |
| Admin fee / account holder | $1,255 | $25,162-95.0% | $20,388-93.8% | $19,030-93.4% |