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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 | $5,128 | $47,479-89.2% | $62,929-91.9% | $82,448-93.8% |
| Participation rate | 89.0% | 66.9%+22.2pp | 73.1%+15.9pp | 68.1%+21.0pp |
| Annual return | 18.94% | 20.34%-1.4pp | 1063.93%-1045.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $787 | $1,885-58.2% | $2,505-68.6% | $2,551-69.1% |
| Participant deferral / active EE | $720 | $2,870-74.9% | $3,888-81.5% | $4,139-82.6% |
| Admin fee / account holder | $441 | $3,804-88.4% | $5,065-91.3% | $7,234-93.9% |