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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 | $27,304 | $180,466-84.9% | $154,114-82.3% | $135,382-79.8% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | 5.25% | 888.15%-882.9pp | 735.16%-729.9pp | 519.77%-514.5pp |
| Employer contribution / active EE | $2,384 | $6,035-60.5% | $5,298-55.0% | $4,779-50.1% |
| Participant deferral / active EE | $1,907 | $5,806-67.2% | $5,081-62.5% | $5,609-66.0% |
| Admin fee / account holder | $6,132 | $16,144-62.0% | $13,411-54.3% | $10,829-43.4% |