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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 | $25,538 | $223,823-88.6% | $211,142-87.9% | $154,746-83.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.51% | 50.39%-36.9pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,792 | $6,787-73.6% | $6,442-72.2% | $4,379-59.1% |
| Participant deferral / active EE | $2,176 | $9,750-77.7% | $9,284-76.6% | $6,730-67.7% |
| Admin fee / account holder | $1,983 | $19,707-89.9% | $19,076-89.6% | $14,365-86.2% |