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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 | $21,509 | $275,752-92.2% | $256,809-91.6% | $198,609-89.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.15% | 34.81%-14.7pp | 32.73%-12.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,594 | $7,721-66.4% | $7,263-64.3% | $5,055-48.7% |
| Participant deferral / active EE | $3,029 | $10,037-69.8% | $9,520-68.2% | $6,977-56.6% |
| Admin fee / account holder | $1,534 | $25,716-94.0% | $25,146-93.9% | $19,030-91.9% |