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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 | $25,443 | $198,457-87.2% | $170,435-85.1% | $147,586-82.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.32% | 257.30%-237.0pp | 205.94%-185.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $6,546 | $6,183+5.9% | $5,432+20.5% | $4,876+34.2% |
| Participant deferral / active EE | $612 | $5,629-89.1% | $4,939-87.6% | $5,439-88.7% |
| Admin fee / account holder | $1,035 | $16,852-93.9% | $13,881-92.5% | $10,886-90.5% |