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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 | $3,040 | $63,346-95.2% | $92,240-96.7% | $70,126-95.7% |
| Participation rate | 86.2% | 68.7%+17.5pp | 76.5%+9.7pp | 69.5%+16.7pp |
| Annual return | 13.89% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,057 | $2,471-16.8% | $3,680-44.1% | $2,343-12.2% |
| Participant deferral / active EE | $117 | $2,854-95.9% | $3,897-97.0% | $3,332-96.5% |
| Admin fee / account holder | $2,210 | $3,841-42.4% | $5,194-57.4% | $4,645-52.4% |