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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 | $5,725 | $52,961-89.2% | $172,752-96.7% | $65,185-91.2% |
| Participation rate | 78.0% | 66.2%+11.8pp | 82.6%-4.6pp | 70.2%+7.8pp |
| Annual return | 34.38% | 30.12%+4.3pp | 802.97%-768.6pp | 29.38%+5.0pp |
| Employer contribution / active EE | $341 | $2,190-84.4% | $5,144-93.4% | $2,177-84.3% |
| Participant deferral / active EE | $428 | $2,471-82.7% | $5,198-91.8% | $3,514-87.8% |
| Admin fee / account holder | $404 | $472-14.3% | $13,955-97.1% | $847-52.3% |