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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 | $15,597 | $125,190-87.5% | $105,624-85.2% | $145,897-89.3% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 13.14% | 225.22%-212.1pp | 116.20%-103.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,649 | $3,720-55.7% | $3,168-47.9% | $4,663-64.6% |
| Participant deferral / active EE | $466 | $5,716-91.9% | $5,013-90.7% | $6,689-93.0% |
| Admin fee / account holder | $303 | $17,138-98.2% | $10,961-97.2% | $13,390-97.7% |