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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 | $17,803 | $78,707-77.4% | $117,861-84.9% | $70,126-74.6% |
| Participation rate | 76.7% | 73.2%+3.5pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 16.98% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,127 | $2,223-4.3% | $3,786-43.8% | $2,343-9.2% |
| Participant deferral / active EE | $571 | $3,297-82.7% | $4,482-87.3% | $3,332-82.9% |
| Admin fee / account holder | $2,546 | $5,066-49.7% | $8,021-68.3% | $4,645-45.2% |