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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 | $19,897 | $152,612-87.0% | $125,192-84.1% | $152,897-87.0% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 27.57% | 54.85%-27.3pp | 43.79%-16.2pp | 345.43%-317.9pp |
| Employer contribution / active EE | $6,977 | $4,947+41.0% | $3,866+80.5% | $4,764+46.5% |
| Participant deferral / active EE | $1,649 | $5,868-71.9% | $4,937-66.6% | $5,851-71.8% |
| Admin fee / account holder | $2,047 | $13,437-84.8% | $9,704-78.9% | $11,599-82.4% |