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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 | $13,199 | $107,421-87.7% | $182,262-92.8% | $94,015-86.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 84.2%-4.2pp | 70.8%+9.2pp |
| Annual return | 39.12% | 21.32%+17.8pp | 140.60%-101.5pp | 17.84%+21.3pp |
| Employer contribution / active EE | $1,224 | $3,448-64.5% | $5,046-75.7% | $2,790-56.1% |
| Participant deferral / active EE | $2,005 | $6,558-69.4% | $8,276-75.8% | $4,249-52.8% |
| Admin fee / account holder | $8,022 | $8,692-7.7% | $16,712-52.0% | $8,951-10.4% |