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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 | $17,743 | $157,829-88.8% | $136,867-87.0% | $198,609-91.1% |
| Participation rate | 81.0% | 77.2%+3.8pp | 74.5%+6.4pp | 82.4%-1.4pp |
| Annual return | 9.63% | 51.25%-41.6pp | 42.97%-33.3pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,903 | $3,923-26.0% | $3,547-18.2% | $5,055-42.6% |
| Participant deferral / active EE | $1,241 | $5,463-77.3% | $4,924-74.8% | $6,977-82.2% |
| Admin fee / account holder | $2,576 | $11,107-76.8% | $10,340-75.1% | $19,030-86.5% |