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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 | $21,398 | $201,370-89.4% | $184,256-88.4% | $145,897-85.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.30% | 29.05%-12.7pp | 28.85%-12.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $5,600 | $7,024-20.3% | $6,427-12.9% | $4,663+20.1% |
| Participant deferral / active EE | $1,400 | $9,808-85.7% | $9,133-84.7% | $6,689-79.1% |
| Admin fee / account holder | $20,927 | $16,364+27.9% | $13,899+50.6% | $13,390+56.3% |