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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 | $17,543 | $124,346-85.9% | $111,308-84.2% | $167,536-89.5% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.3pp | 82.1%+9.6pp |
| Annual return | 9.95% | 37.45%-27.5pp | 54.67%-44.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,582 | $3,437-54.0% | $2,732-42.1% | $4,839-67.3% |
| Participant deferral / active EE | $1,612 | $5,182-68.9% | $4,487-64.1% | $6,342-74.6% |
| Admin fee / account holder | $4,326 | $10,621-59.3% | $7,965-45.7% | $12,315-64.9% |