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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 | $9,833 | $53,128-81.5% | $86,581-88.6% | $70,124-86.0% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 20.82% | 27.66%-6.8pp | 965.06%-944.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $919 | $2,068-55.6% | $2,840-67.6% | $2,342-60.8% |
| Participant deferral / active EE | $627 | $2,695-76.7% | $3,609-82.6% | $3,332-81.2% |
| Admin fee / account holder | $2,347 | $3,584-34.5% | $4,904-52.1% | $4,645-49.5% |