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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 | $3,888 | $53,128-92.7% | $86,582-95.5% | $70,126-94.5% |
| Participation rate | 95.3% | 65.3%+30.0pp | 73.5%+21.8pp | 69.5%+25.8pp |
| Annual return | 15.19% | 27.66%-12.5pp | 965.08%-949.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,501 | $2,068-27.4% | $2,839-47.1% | $2,343-35.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $377 | $3,584-89.5% | $4,904-92.3% | $4,645-91.9% |