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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 | $88,672-80.0% | $105,223-83.1% | $82,448-78.4% |
| Participation rate | 86.0% | 67.9%+18.1pp | 75.0%+11.0pp | 68.1%+17.9pp |
| Annual return | 23.58% | 30.86%-7.3pp | 180.65%-157.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $6,274 | $3,048+105.8% | $3,689+70.1% | $2,551+145.9% |
| Participant deferral / active EE | $881 | $4,036-78.2% | $5,072-82.6% | $4,139-78.7% |
| Admin fee / account holder | $422 | $7,146-94.1% | $8,859-95.2% | $7,234-94.2% |