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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 | $5,022 | $75,962-93.4% | $154,111-96.7% | $64,173-92.2% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | 4.44% | 30.32%-25.9pp | 735.18%-730.7pp | 7.63%-3.2pp |
| Employer contribution / active EE | $952 | $3,350-71.6% | $5,298-82.0% | $2,381-60.0% |
| Participant deferral / active EE | $154 | $3,175-95.2% | $5,081-97.0% | $3,470-95.6% |
| Admin fee / account holder | $326 | $5,589-94.2% | $13,411-97.6% | $4,887-93.3% |