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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 | $7,375 | $89,364-91.7% | $141,177-94.8% | $72,983-89.9% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 35.31% | 111.86%-76.5pp | 71.40%-36.1pp | 81.01%-45.7pp |
| Employer contribution / active EE | $2,567 | $3,115-17.6% | $4,736-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $1,409 | $5,419-74.0% | $6,710-79.0% | $3,608-61.0% |
| Admin fee / account holder | $465 | $5,959-92.2% | $10,263-95.5% | $5,124-90.9% |