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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 | $20,629 | $97,550-78.9% | $120,344-82.9% | $87,485-76.4% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.7%-0.5pp | 68.9%+7.3pp |
| Annual return | 19.00% | 18.41%+0.6pp | 20.30%-1.3pp | 26.06%-7.1pp |
| Employer contribution / active EE | $8,830 | $2,291+285.5% | $3,020+192.4% | $2,596+240.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,321 | $9,543-23.3% | $12,742-42.5% | $7,775-5.8% |