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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 | $2,643 | $106,749-97.5% | $145,433-98.2% | $82,448-96.8% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 51.17% | 27.59%+23.6pp | 66.58%-15.4pp | 41.64%+9.5pp |
| Employer contribution / active EE | $1,638 | $3,444-52.4% | $4,554-64.0% | $2,551-35.8% |
| Participant deferral / active EE | $1,706 | $6,519-73.8% | $7,897-78.4% | $4,139-58.8% |
| Admin fee / account holder | $513 | $8,390-93.9% | $13,129-96.1% | $7,234-92.9% |