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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 | $7,414 | $91,179-91.9% | $178,499-95.8% | $79,852-90.7% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 25.34% | 24.19%+1.1pp | 151.10%-125.8pp | 31.72%-6.4pp |
| Employer contribution / active EE | $806 | $3,256-75.2% | $5,011-83.9% | $2,471-67.4% |
| Participant deferral / active EE | $499 | $3,236-84.6% | $5,202-90.4% | $3,740-86.7% |
| Admin fee / account holder | $1,087 | $6,749-83.9% | $13,986-92.2% | $5,306-79.5% |