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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 | $5,690 | $98,766-94.2% | $149,730-96.2% | $79,852-92.9% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 20.81% | 27.43%-6.6pp | 276.70%-255.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $1,123 | $3,217-65.1% | $4,645-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $1,935 | $5,681-65.9% | $6,843-71.7% | $3,740-48.3% |
| Admin fee / account holder | $506 | $6,052-91.6% | $9,310-94.6% | $5,306-90.5% |