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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 | $8,145 | $77,638-89.5% | $156,551-94.8% | $62,881-87.0% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 5.27% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $524 | $3,444-84.8% | $5,501-90.5% | $2,281-77.0% |
| Participant deferral / active EE | $556 | $3,046-81.7% | $4,871-88.6% | $3,203-82.6% |
| Admin fee / account holder | $2,550 | $5,561-54.1% | $13,028-80.4% | $4,296-40.6% |