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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 | $106,749-80.2% | $145,433-85.5% | $82,448-74.4% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 46.00% | 27.59%+18.4pp | 66.58%-20.6pp | 41.64%+4.4pp |
| Employer contribution / active EE | $1,436 | $3,444-58.3% | $4,554-68.5% | $2,551-43.7% |
| Participant deferral / active EE | $1,677 | $6,519-74.3% | $7,897-78.8% | $4,139-59.5% |
| Admin fee / account holder | $1,131 | $8,390-86.5% | $13,129-91.4% | $7,234-84.4% |