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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 | $22,070 | $196,972-88.8% | $182,262-87.9% | $198,609-88.9% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 18.25% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,777 | $5,364-66.9% | $5,046-64.8% | $5,055-64.8% |
| Participant deferral / active EE | $3,274 | $8,643-62.1% | $8,276-60.4% | $6,977-53.1% |
| Admin fee / account holder | $417 | $18,429-97.7% | $16,712-97.5% | $19,030-97.8% |