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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 | $20,319 | $91,559-77.8% | $133,978-84.8% | $79,856-74.6% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.6%+28.4pp |
| Annual return | 14.82% | 61.85%-47.0pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $6,297 | $2,384+164.2% | $3,919+60.7% | $2,471+154.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,081 | $6,321-51.3% | $8,930-65.5% | $5,306-41.9% |