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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 | $26,923 | $152,619-82.4% | $125,195-78.5% | $152,909-82.4% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 25.88% | 54.85%-29.0pp | 43.79%-17.9pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,648 | $4,947-46.5% | $3,866-31.5% | $4,764-44.4% |
| Participant deferral / active EE | $1,297 | $5,869-77.9% | $4,937-73.7% | $5,851-77.8% |
| Admin fee / account holder | $4,011 | $13,437-70.1% | $9,704-58.7% | $11,601-65.4% |