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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 | $5,949 | $88,117-93.2% | $164,928-96.4% | $74,400-92.0% |
| Participation rate | 92.4% | 73.1%+19.3pp | 78.6%+13.8pp | 67.2%+25.2pp |
| Annual return | 13.35% | 17.27%-3.9pp | 70.08%-56.7pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $1,453 | $2,596-44.1% | $4,343-66.6% | $2,624-44.7% |
| Participant deferral / active EE | $1,607 | $4,501-64.3% | $6,034-73.4% | $4,348-63.0% |
| Admin fee / account holder | $1,392 | $2,230-37.6% | $12,684-89.0% | $1,944-28.4% |