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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 | $5,721 | $177,595-96.8% | $148,496-96.1% | $198,609-97.1% |
| Participation rate | 71.4% | 79.3%-7.8pp | 76.0%-4.6pp | 82.4%-10.9pp |
| Annual return | 10.46% | 9.97%+0.5pp | 12.33%-1.9pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,227 | $4,098-70.1% | $3,497-64.9% | $5,055-75.7% |
| Participant deferral / active EE | $1,227 | $5,539-77.9% | $4,808-74.5% | $6,977-82.4% |
| Admin fee / account holder | $4,505 | $27,010-83.3% | $19,547-77.0% | $19,030-76.3% |