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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 | $12,527 | $138,393-90.9% | $184,256-93.2% | $80,959-84.5% |
| Participation rate | 86.8% | 83.9%+2.9pp | 86.8%0pp | 67.7%+19.2pp |
| Annual return | 44.67% | 20.01%+24.7pp | 28.85%+15.8pp | 35.67%+9.0pp |
| Employer contribution / active EE | $1,812 | $4,847-62.6% | $6,427-71.8% | $2,757-34.3% |
| Participant deferral / active EE | $2,966 | $7,076-58.1% | $9,133-67.5% | $4,300-31.0% |
| Admin fee / account holder | $2,137 | $10,489-79.6% | $13,899-84.6% | $6,925-69.1% |