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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 | $19,252 | $201,370-90.4% | $184,256-89.6% | $145,897-86.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.04% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,603 | $7,024-77.2% | $6,427-75.1% | $4,663-65.6% |
| Participant deferral / active EE | $1,895 | $9,808-80.7% | $9,133-79.3% | $6,689-71.7% |
| Admin fee / account holder | $4,480 | $16,364-72.6% | $13,899-67.8% | $13,390-66.5% |