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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 | $34,565 | $227,399-84.8% | $189,758-81.8% | $198,609-82.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 16.55% | 61.03%-44.5pp | 52.62%-36.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $4,118 | $5,526-25.5% | $4,767-13.6% | $5,055-18.5% |
| Participant deferral / active EE | $2,421 | $6,837-64.6% | $5,856-58.7% | $6,977-65.3% |
| Admin fee / account holder | $2,450 | $25,162-90.3% | $20,388-88.0% | $19,030-87.1% |