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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 | $14,433 | $183,592-92.1% | $155,574-90.7% | $145,877-90.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 21.20% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,171 | $5,317-78.0% | $4,676-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $1,801 | $6,466-72.1% | $5,629-68.0% | $6,691-73.1% |
| Admin fee / account holder | $3,998 | $19,316-79.3% | $15,914-74.9% | $13,402-70.2% |