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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 | $14,817 | $132,099-88.8% | $115,599-87.2% | $138,895-89.3% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.3%+12.4pp | 79.9%+6.7pp |
| Annual return | 19.87% | 176.76%-156.9pp | 111.10%-91.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,409 | $3,416-58.8% | $2,955-52.3% | $4,194-66.4% |
| Participant deferral / active EE | $1,563 | $5,617-72.2% | $4,889-68.0% | $6,396-75.6% |
| Admin fee / account holder | $3,156 | $15,650-79.8% | $12,841-75.4% | $12,562-74.9% |