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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 | $29,705 | $223,823-86.7% | $211,142-85.9% | $154,746-80.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.08% | 50.39%-33.3pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,217 | $6,787-67.3% | $6,442-65.6% | $4,379-49.4% |
| Participant deferral / active EE | $3,174 | $9,750-67.5% | $9,284-65.8% | $6,730-52.8% |
| Admin fee / account holder | $1,646 | $19,707-91.6% | $19,076-91.4% | $14,365-88.5% |