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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 | $5,125 | $93,617-94.5% | $135,982-96.2% | $75,177-93.2% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 71.75% | 30.89%+40.9pp | 68.32%+3.4pp | 160.75%-89.0pp |
| Employer contribution / active EE | $838 | $3,538-76.3% | $4,859-82.7% | $2,671-68.6% |
| Participant deferral / active EE | $2,150 | $6,406-66.4% | $7,760-72.3% | $4,126-47.9% |
| Admin fee / account holder | $443 | $6,980-93.7% | $10,767-95.9% | $5,651-92.2% |