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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 | $31,865 | $196,972-83.8% | $182,262-82.5% | $198,609-84.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.45% | 158.27%-140.8pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,866 | $5,364-65.2% | $5,046-63.0% | $5,055-63.1% |
| Participant deferral / active EE | $496 | $8,643-94.3% | $8,276-94.0% | $6,977-92.9% |
| Admin fee / account holder | $1,238 | $18,429-93.3% | $16,712-92.6% | $19,030-93.5% |