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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 | $6,329 | $48,053-86.8% | $84,628-92.5% | $72,975-91.3% |
| Participation rate | 97.3% | 57.6%+39.8pp | 68.2%+29.1pp | 69.5%+27.8pp |
| Annual return | 18.83% | 37.39%-18.6pp | 258.80%-240.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $5,547 | $1,602+246.3% | $2,653+109.1% | $2,440+127.3% |
| Participant deferral / active EE | $134 | $2,681-95.0% | $3,900-96.6% | $3,608-96.3% |
| Admin fee / account holder | $3,346 | $3,395-1.5% | $4,914-31.9% | $5,124-34.7% |