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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 | $27,682 | $275,752-90.0% | $256,809-89.2% | $198,609-86.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.32% | 34.81%-19.5pp | 32.73%-17.4pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,154 | $7,721-72.1% | $7,263-70.3% | $5,055-57.4% |
| Participant deferral / active EE | $2,567 | $10,037-74.4% | $9,520-73.0% | $6,977-63.2% |
| Admin fee / account holder | $5,515 | $25,716-78.6% | $25,146-78.1% | $19,030-71.0% |