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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 | $22,451 | $197,625-88.6% | $177,840-87.4% | $158,966-85.9% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 7.61% | 58.76%-51.2pp | 48.32%-40.7pp | 302.95%-295.3pp |
| Employer contribution / active EE | $1,646 | $6,698-75.4% | $5,919-72.2% | $4,762-65.4% |
| Participant deferral / active EE | $2,122 | $8,405-74.8% | $7,714-72.5% | $5,983-64.5% |
| Admin fee / account holder | $4,826 | $15,405-68.7% | $12,431-61.2% | $11,250-57.1% |