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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 | $3,044 | $63,342-95.2% | $92,236-96.7% | $70,131-95.7% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 16.83% | 530.15%-513.3pp | 176.29%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,105 | $2,471-55.3% | $3,679-70.0% | $2,342-52.8% |
| Participant deferral / active EE | $434 | $2,854-84.8% | $3,897-88.9% | $3,332-87.0% |
| Admin fee / account holder | $545 | $3,840-85.8% | $5,194-89.5% | $4,645-88.3% |