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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 | $50,255 | $275,752-81.8% | $256,809-80.4% | $198,609-74.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.87% | 34.81%-16.9pp | 32.73%-14.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $3,186 | $7,721-58.7% | $7,263-56.1% | $5,055-37.0% |
| Participant deferral / active EE | $2,687 | $10,037-73.2% | $9,520-71.8% | $6,977-61.5% |
| Admin fee / account holder | $3,980 | $25,716-84.5% | $25,146-84.2% | $19,030-79.1% |