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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 | $19,719 | $162,821-87.9% | $133,978-85.3% | $158,982-87.6% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 9.33% | 41.95%-32.6pp | 45.10%-35.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,539 | $4,976-49.0% | $3,919-35.2% | $4,763-46.7% |
| Participant deferral / active EE | $887 | $5,910-85.0% | $5,047-82.4% | $5,983-85.2% |
| Admin fee / account holder | $1,144 | $11,742-90.3% | $8,930-87.2% | $11,252-89.8% |