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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 | $14,260 | $85,766-83.4% | $136,298-89.5% | $70,126-79.7% |
| Participation rate | 80.8% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 20.46% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $521 | $2,966-82.4% | $4,696-88.9% | $2,343-77.8% |
| Participant deferral / active EE | $1,837 | $5,051-63.6% | $6,247-70.6% | $3,332-44.9% |
| Admin fee / account holder | $327 | $5,421-94.0% | $9,244-96.5% | $4,645-93.0% |