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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 | $33,837 | $275,752-87.7% | $256,809-86.8% | $198,609-83.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.06% | 34.81%-14.8pp | 32.73%-12.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $3,293 | $7,721-57.3% | $7,263-54.7% | $5,055-34.9% |
| Participant deferral / active EE | $3,410 | $10,037-66.0% | $9,520-64.2% | $6,977-51.1% |
| Admin fee / account holder | $407 | $25,716-98.4% | $25,146-98.4% | $19,030-97.9% |