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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 | $10,034 | $129,737-92.3% | $119,126-91.6% | $154,746-93.5% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 16.98% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,402 | $4,375-68.0% | $4,034-65.3% | $4,379-68.0% |
| Participant deferral / active EE | $1,374 | $5,842-76.5% | $5,318-74.2% | $6,730-79.6% |
| Admin fee / account holder | $1,953 | $11,961-83.7% | $10,693-81.7% | $14,365-86.4% |