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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 | $3,058 | $85,766-96.4% | $136,297-97.8% | $70,124-95.6% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 32.89% | 31.45%+1.4pp | 5156.19%-5123.3pp | 73.14%-40.3pp |
| Employer contribution / active EE | $881 | $2,966-70.3% | $4,696-81.2% | $2,342-62.4% |
| Participant deferral / active EE | $2,053 | $5,051-59.4% | $6,247-67.1% | $3,332-38.4% |
| Admin fee / account holder | $440 | $5,420-91.9% | $9,244-95.2% | $4,645-90.5% |