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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 | $21,765 | $217,432-90.0% | $185,849-88.3% | $167,536-87.0% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 9.98% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $2,408 | $5,875-59.0% | $5,169-53.4% | $4,839-50.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $733 | $19,818-96.3% | $16,244-95.5% | $12,315-94.0% |