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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 | $23,892 | $198,461-88.0% | $170,436-86.0% | $147,585-83.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 9.80% | 257.30%-247.5pp | 205.94%-196.1pp | 578.57%-568.8pp |
| Employer contribution / active EE | $3,249 | $6,184-47.5% | $5,433-40.2% | $4,876-33.4% |
| Participant deferral / active EE | $586 | $5,629-89.6% | $4,939-88.1% | $5,439-89.2% |
| Admin fee / account holder | $3,031 | $16,852-82.0% | $13,880-78.2% | $10,885-72.2% |