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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 | $36,609 | $130,294-71.9% | $170,057-78.5% | $71,529-48.8% |
| Participation rate | 99.5% | 86.2%+13.4pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 76.51% | 20.36%+56.1pp | 53.42%+23.1pp | 28.97%+47.5pp |
| Employer contribution / active EE | $2,280 | $4,385-48.0% | $6,790-66.4% | $2,590-12.0% |
| Participant deferral / active EE | $3,706 | $6,928-46.5% | $10,411-64.4% | $4,291-13.6% |
| Admin fee / account holder | $1,425 | $966+47.5% | $12,826-88.9% | $1,588-10.3% |