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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 | $16,931 | $93,345-81.9% | $119,126-85.8% | $87,485-80.6% |
| Participation rate | 94.4% | 68.7%+25.7pp | 75.8%+18.7pp | 68.9%+25.5pp |
| Annual return | 15.69% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $5,167 | $3,172+62.9% | $4,034+28.1% | $2,596+99.0% |
| Participant deferral / active EE | $1,708 | $4,099-58.3% | $5,318-67.9% | $4,274-60.0% |
| Admin fee / account holder | $1,359 | $8,039-83.1% | $10,693-87.3% | $7,775-82.5% |