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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 | $9,230 | $96,731-90.5% | $123,973-92.6% | $86,983-89.4% |
| Participation rate | 96.3% | 70.0%+26.3pp | 76.7%+19.6pp | 69.5%+26.8pp |
| Annual return | 24.16% | 17.33%+6.8pp | 388.13%-364.0pp | 25.83%-1.7pp |
| Employer contribution / active EE | $5,967 | $3,297+81.0% | $4,126+44.6% | $2,584+130.9% |
| Participant deferral / active EE | $1,427 | $4,152-65.6% | $5,247-72.8% | $4,194-66.0% |
| Admin fee / account holder | $2,021 | $8,722-76.8% | $11,799-82.9% | $7,856-74.3% |