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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 | $11,832 | $98,776-88.0% | $149,745-92.1% | $79,856-85.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 26.47% | 27.38%-0.9pp | 276.72%-250.2pp | 31.71%-5.2pp |
| Employer contribution / active EE | $2,871 | $3,217-10.8% | $4,646-38.2% | $2,471+16.2% |
| Participant deferral / active EE | $2,128 | $5,681-62.5% | $6,843-68.9% | $3,741-43.1% |
| Admin fee / account holder | $521 | $6,053-91.4% | $9,312-94.4% | $5,306-90.2% |