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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 | $24,414 | $201,264-87.9% | $184,185-86.7% | $145,978-83.3% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 9.95% | 29.00%-19.1pp | 28.81%-18.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,105 | $7,021-70.0% | $6,426-67.2% | $4,662-54.8% |
| Participant deferral / active EE | $3,093 | $9,806-68.5% | $9,132-66.1% | $6,690-53.8% |
| Admin fee / account holder | $8,136 | $16,376-50.3% | $13,909-41.5% | $13,400-39.3% |