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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 | $22,605 | $201,370-88.8% | $184,256-87.7% | $145,897-84.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.64% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,955 | $7,024-57.9% | $6,427-54.0% | $4,663-36.6% |
| Participant deferral / active EE | $2,955 | $9,808-69.9% | $9,133-67.6% | $6,689-55.8% |
| Admin fee / account holder | $4,487 | $16,364-72.6% | $13,899-67.7% | $13,390-66.5% |