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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 | $96,731-81.6% | $123,973-85.7% | $86,983-79.6% |
| Participation rate | 86.0% | 70.0%+16.0pp | 76.7%+9.3pp | 69.5%+16.5pp |
| Annual return | 23.58% | 17.33%+6.3pp | 388.13%-364.5pp | 25.83%-2.3pp |
| Employer contribution / active EE | $6,274 | $3,297+90.3% | $4,126+52.1% | $2,584+142.7% |
| Participant deferral / active EE | $881 | $4,152-78.8% | $5,247-83.2% | $4,194-79.0% |
| Admin fee / account holder | $422 | $8,722-95.2% | $11,799-96.4% | $7,856-94.6% |