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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 | $223,823-87.6% | $211,142-86.9% | $154,746-82.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.32% | 50.39%-35.1pp | 46.84%-31.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,154 | $6,787-68.3% | $6,442-66.6% | $4,379-50.8% |
| Participant deferral / active EE | $2,567 | $9,750-73.7% | $9,284-72.4% | $6,730-61.9% |
| Admin fee / account holder | $5,515 | $19,707-72.0% | $19,076-71.1% | $14,365-61.6% |