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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 | $25,105 | $185,883-86.5% | $170,043-85.2% | $139,466-82.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.38% | 60.54%-40.2pp | 53.40%-33.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,684 | $7,596-77.8% | $6,790-75.2% | $4,754-64.6% |
| Participant deferral / active EE | $2,596 | $11,626-77.7% | $10,410-75.1% | $6,712-61.3% |
| Admin fee / account holder | $1,960 | $15,393-87.3% | $12,824-84.7% | $11,409-82.8% |