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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 | $14,723 | $86,288-82.9% | $111,306-86.8% | $85,851-82.9% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 16.86% | 19.99%-3.1pp | 54.67%-37.8pp | 318.63%-301.8pp |
| Employer contribution / active EE | $1,871 | $2,044-8.4% | $2,732-31.5% | $2,565-27.1% |
| Participant deferral / active EE | $1,288 | $3,641-64.6% | $4,488-71.3% | $3,952-67.4% |
| Admin fee / account holder | $1,097 | $8,189-86.6% | $7,966-86.2% | $6,261-82.5% |