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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 | $26,995 | $227,399-88.1% | $189,758-85.8% | $198,609-86.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 16.77% | 61.03%-44.3pp | 52.62%-35.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $2,878 | $5,526-47.9% | $4,767-39.6% | $5,055-43.1% |
| Participant deferral / active EE | $3,147 | $6,837-54.0% | $5,856-46.3% | $6,977-54.9% |
| Admin fee / account holder | $6,199 | $25,162-75.4% | $20,388-69.6% | $19,030-67.4% |