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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 | $21,107 | $107,421-80.4% | $182,262-88.4% | $94,015-77.5% |
| Participation rate | 98.6% | 77.8%+20.8pp | 84.2%+14.4pp | 70.8%+27.8pp |
| Annual return | 46.00% | 21.32%+24.7pp | 140.60%-94.6pp | 17.84%+28.2pp |
| Employer contribution / active EE | $1,436 | $3,448-58.4% | $5,046-71.5% | $2,790-48.5% |
| Participant deferral / active EE | $1,677 | $6,558-74.4% | $8,276-79.7% | $4,249-60.5% |
| Admin fee / account holder | $1,131 | $8,692-87.0% | $16,712-93.2% | $8,951-87.4% |