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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 | $25,474 | $201,259-87.3% | $184,200-86.2% | $145,959-82.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 28.98%-16.4pp | 28.80%-16.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,602 | $7,018-62.9% | $6,424-59.5% | $4,661-44.2% |
| Participant deferral / active EE | $2,634 | $9,806-73.1% | $9,132-71.2% | $6,689-60.6% |
| Admin fee / account holder | $5,368 | $16,372-67.2% | $13,907-61.4% | $13,398-59.9% |