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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 | $14,329 | $93,598-84.7% | $135,974-89.5% | $75,173-80.9% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 68.05% | 30.89%+37.2pp | 68.30%-0.3pp | 160.72%-92.7pp |
| Employer contribution / active EE | $6,191 | $3,538+75.0% | $4,859+27.4% | $2,671+131.8% |
| Participant deferral / active EE | $2,151 | $6,405-66.4% | $7,760-72.3% | $4,126-47.9% |
| Admin fee / account holder | $2,633 | $6,978-62.3% | $10,767-75.5% | $5,651-53.4% |