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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 | $4,465 | $51,631-91.4% | $129,397-96.5% | $80,925-94.5% |
| Participation rate | 80.0% | 56.9%+23.1pp | 69.6%+10.4pp | 67.7%+12.3pp |
| Annual return | 20.03% | 20.77%-0.7pp | 9453.98%-9434.0pp | 35.65%-15.6pp |
| Employer contribution / active EE | $813 | $1,583-48.6% | $4,154-80.4% | $2,756-70.5% |
| Participant deferral / active EE | $643 | $2,670-75.9% | $4,167-84.6% | $4,299-85.0% |
| Admin fee / account holder | $1,652 | $4,309-61.7% | $7,679-78.5% | $6,940-76.2% |