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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 | $12,040 | $227,399-94.7% | $189,758-93.7% | $198,609-93.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 79.8%+15.7pp | 82.4%+13.1pp |
| Annual return | 18.29% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,693 | $5,526-69.4% | $4,767-64.5% | $5,055-66.5% |
| Participant deferral / active EE | $3,130 | $6,837-54.2% | $5,856-46.6% | $6,977-55.1% |
| Admin fee / account holder | $1,091 | $25,162-95.7% | $20,388-94.6% | $19,030-94.3% |