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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 | $21,703 | $79,955-72.9% | $98,461-78.0% | $75,173-71.1% |
| Participation rate | 95.9% | 70.4%+25.6pp | 75.2%+20.7pp | 67.2%+28.7pp |
| Annual return | 18.93% | 19.75%-0.8pp | 21.17%-2.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $9,633 | $2,264+325.5% | $3,049+216.0% | $2,671+260.7% |
| Participant deferral / active EE | $664 | $3,752-82.3% | $4,738-86.0% | $4,126-83.9% |
| Admin fee / account holder | $2,492 | $6,841-63.6% | $8,961-72.2% | $5,651-55.9% |