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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 | $4,089 | $117,904-96.5% | $102,457-96.0% | $145,978-97.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.67% | 31.80%-16.1pp | 29.41%-13.7pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,331 | $3,613-63.2% | $3,022-56.0% | $4,662-71.5% |
| Participant deferral / active EE | $1,762 | $5,733-69.3% | $5,054-65.1% | $6,690-73.7% |
| Admin fee / account holder | $700 | $13,329-94.7% | $9,451-92.6% | $13,400-94.8% |