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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 | $33,079 | $275,752-88.0% | $256,809-87.1% | $198,609-83.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.17% | 34.81%-16.6pp | 32.73%-14.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,649 | $7,721-65.7% | $7,263-63.5% | $5,055-47.6% |
| Participant deferral / active EE | $3,824 | $10,037-61.9% | $9,520-59.8% | $6,977-45.2% |
| Admin fee / account holder | $2,242 | $25,716-91.3% | $25,146-91.1% | $19,030-88.2% |