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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 | $3,399 | $56,894-94.0% | $84,753-96.0% | $62,881-94.6% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 52.55% | 6.30%+46.2pp | 22.78%+29.8pp | 20.14%+32.4pp |
| Employer contribution / active EE | $963 | $2,400-59.9% | $3,574-73.1% | $2,281-57.8% |
| Participant deferral / active EE | $738 | $2,709-72.8% | $3,712-80.1% | $3,203-77.0% |
| Admin fee / account holder | $818 | $3,581-77.1% | $5,333-84.7% | $4,296-80.9% |