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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 | $18,054 | $227,399-92.1% | $189,758-90.5% | $198,609-90.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 17.57% | 61.03%-43.5pp | 52.62%-35.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,687 | $5,526-69.5% | $4,767-64.6% | $5,055-66.6% |
| Participant deferral / active EE | $2,148 | $6,837-68.6% | $5,856-63.3% | $6,977-69.2% |
| Admin fee / account holder | $2,355 | $25,162-90.6% | $20,388-88.4% | $19,030-87.6% |