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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 | $106,524-97.5% | $152,301-98.3% | $87,485-97.0% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 51.17% | 26.89%+24.3pp | 80.50%-29.3pp | 26.06%+25.1pp |
| Employer contribution / active EE | $1,638 | $3,371-51.4% | $4,624-64.6% | $2,596-36.9% |
| Participant deferral / active EE | $1,706 | $6,525-73.9% | $8,004-78.7% | $4,274-60.1% |
| Admin fee / account holder | $513 | $8,287-93.8% | $14,398-96.4% | $7,775-93.4% |