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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 | $24,777 | $201,259-87.7% | $184,200-86.5% | $145,959-83.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.77% | 28.98%-19.2pp | 28.80%-19.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $2,339 | $7,018-66.7% | $6,424-63.6% | $4,661-49.8% |
| Participant deferral / active EE | $2,028 | $9,806-79.3% | $9,132-77.8% | $6,689-69.7% |
| Admin fee / account holder | $16,425 | $16,372+0.3% | $13,907+18.1% | $13,398+22.6% |