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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 | $38,064 | $275,752-86.2% | $256,809-85.2% | $198,609-80.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.20% | 34.81%-19.6pp | 32.73%-17.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,907 | $7,721-62.4% | $7,263-60.0% | $5,055-42.5% |
| Participant deferral / active EE | $3,307 | $10,037-67.1% | $9,520-65.3% | $6,977-52.6% |
| Admin fee / account holder | $1,204 | $25,716-95.3% | $25,146-95.2% | $19,030-93.7% |