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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 | $26,478 | $78,428-66.2% | $95,960-72.4% | $79,852-66.8% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.4pp |
| Annual return | 39.94% | 19.37%+20.6pp | 91.63%-51.7pp | 31.72%+8.2pp |
| Employer contribution / active EE | $2,377 | $1,945+22.2% | $2,541-6.5% | $2,471-3.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,608 | $5,622-71.4% | $6,797-76.3% | $5,306-69.7% |