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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 | $17,770 | $89,259-80.1% | $107,187-83.4% | $82,637-78.5% |
| Participation rate | 86.0% | 67.9%+18.1pp | 75.0%+11.0pp | 68.1%+17.9pp |
| Annual return | 23.58% | 21.02%+2.6pp | 204.55%-181.0pp | 53.51%-29.9pp |
| Employer contribution / active EE | $6,274 | $3,080+103.7% | $3,782+65.9% | $2,552+145.8% |
| Participant deferral / active EE | $881 | $4,037-78.2% | $5,096-82.7% | $4,126-78.7% |
| Admin fee / account holder | $422 | $7,381-94.3% | $9,162-95.4% | $7,339-94.2% |