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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 | $24,725 | $223,823-89.0% | $211,142-88.3% | $154,746-84.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.64% | 50.39%-38.8pp | 46.84%-35.2pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,805 | $6,787-58.7% | $6,442-56.5% | $4,379-35.9% |
| Participant deferral / active EE | $2,754 | $9,750-71.8% | $9,284-70.3% | $6,730-59.1% |
| Admin fee / account holder | $1,485 | $19,707-92.5% | $19,076-92.2% | $14,365-89.7% |