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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 | $23,831 | $201,344-88.2% | $184,243-87.1% | $145,877-83.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.24% | 29.01%-9.8pp | 28.82%-9.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,105 | $7,022-70.0% | $6,427-67.2% | $4,663-54.9% |
| Participant deferral / active EE | $2,251 | $9,807-77.0% | $9,132-75.3% | $6,691-66.4% |
| Admin fee / account holder | $20,940 | $16,382+27.8% | $13,914+50.5% | $13,402+56.2% |