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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 | $22,083 | $217,432-89.8% | $185,851-88.1% | $167,553-86.8% |
| Participation rate | 95.2% | 86.1%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 21.06% | 148.43%-127.4pp | 122.11%-101.0pp | 478.89%-457.8pp |
| Employer contribution / active EE | $2,497 | $5,874-57.5% | $5,168-51.7% | $4,840-48.4% |
| Participant deferral / active EE | $1,707 | $6,357-73.1% | $5,569-69.3% | $6,343-73.1% |
| Admin fee / account holder | $4,459 | $19,820-77.5% | $16,245-72.6% | $12,316-63.8% |