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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 | $5,819 | $77,638-92.5% | $156,551-96.3% | $62,881-90.7% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 5.99% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $878 | $3,444-74.5% | $5,501-84.0% | $2,281-61.5% |
| Participant deferral / active EE | $191 | $3,046-93.7% | $4,871-96.1% | $3,203-94.0% |
| Admin fee / account holder | $1,276 | $5,561-77.1% | $13,028-90.2% | $4,296-70.3% |