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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 | $23,597 | $185,905-87.3% | $170,057-86.1% | $139,487-83.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.50% | 60.56%-48.1pp | 53.42%-40.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $1,513 | $7,597-80.1% | $6,790-77.7% | $4,755-68.2% |
| Participant deferral / active EE | $2,047 | $11,627-82.4% | $10,411-80.3% | $6,713-69.5% |
| Admin fee / account holder | $764 | $15,397-95.0% | $12,826-94.0% | $11,407-93.3% |