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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 | $9,047 | $65,712-86.2% | $57,196-84.2% | $273,972-96.7% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 65.95% | 22.01%+43.9pp | 14.59%+51.4pp | 41.46%+24.5pp |
| Employer contribution / active EE | $1,691 | $3,280-48.4% | $2,683-37.0% | $4,869-65.3% |
| Participant deferral / active EE | $428 | $3,782-88.7% | $3,096-86.2% | $5,287-91.9% |
| Admin fee / account holder | $479 | $4,838-90.1% | $3,141-84.7% | $10,133-95.3% |