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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 | $31,134 | $171,492-81.8% | $150,734-79.3% | $198,609-84.3% |
| Participation rate | 94.1% | 81.4%+12.7pp | 78.4%+15.7pp | 82.4%+11.7pp |
| Annual return | 9.26% | 804.70%-795.4pp | 600.81%-591.5pp | 202.70%-193.4pp |
| Employer contribution / active EE | $8,379 | $5,470+53.2% | $4,918+70.4% | $5,055+65.8% |
| Participant deferral / active EE | $701 | $6,259-88.8% | $5,610-87.5% | $6,977-89.9% |
| Admin fee / account holder | $1,743 | $17,628-90.1% | $14,905-88.3% | $19,030-90.8% |