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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 | $26,414 | $275,752-90.4% | $256,809-89.7% | $198,609-86.7% |
| Participation rate | 94.7% | 89.2%+5.6pp | 88.5%+6.2pp | 82.4%+12.4pp |
| Annual return | 8.37% | 34.81%-26.4pp | 32.73%-24.4pp | 202.70%-194.3pp |
| Employer contribution / active EE | $3,524 | $7,721-54.4% | $7,263-51.5% | $5,055-30.3% |
| Participant deferral / active EE | $2,465 | $10,037-75.4% | $9,520-74.1% | $6,977-64.7% |
| Admin fee / account holder | $9,678 | $25,716-62.4% | $25,146-61.5% | $19,030-49.1% |