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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 | $138,385-90.9% | $184,243-93.2% | $80,925-84.5% |
| Participation rate | 86.8% | 83.9%+2.9pp | 86.8%0pp | 67.7%+19.2pp |
| Annual return | 44.67% | 20.02%+24.6pp | 28.82%+15.9pp | 35.65%+9.0pp |
| Employer contribution / active EE | $1,812 | $4,851-62.7% | $6,427-71.8% | $2,756-34.3% |
| Participant deferral / active EE | $2,966 | $7,075-58.1% | $9,132-67.5% | $4,299-31.0% |
| Admin fee / account holder | $2,137 | $10,489-79.6% | $13,914-84.6% | $6,940-69.2% |