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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 | $13,360 | $53,128-74.9% | $86,582-84.6% | $70,126-80.9% |
| Participation rate | 78.8% | 65.3%+13.5pp | 73.5%+5.2pp | 69.5%+9.2pp |
| Annual return | 16.72% | 27.66%-10.9pp | 965.08%-948.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,048 | $2,068+95.7% | $2,839+42.6% | $2,343+72.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $448 | $3,584-87.5% | $4,904-90.9% | $4,645-90.4% |