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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 | $26,698 | $275,752-90.3% | $256,809-89.6% | $198,609-86.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 29.40% | 34.81%-5.4pp | 32.73%-3.3pp | 202.70%-173.3pp |
| Employer contribution / active EE | $2,896 | $7,721-62.5% | $7,263-60.1% | $5,055-42.7% |
| Participant deferral / active EE | $3,512 | $10,037-65.0% | $9,520-63.1% | $6,977-49.7% |
| Admin fee / account holder | $23,364 | $25,716-9.1% | $25,146-7.1% | $19,030+22.8% |