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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 | $12,737 | $85,171-85.0% | $172,753-92.6% | $72,976-82.5% |
| Participation rate | 74.1% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.6pp |
| Annual return | 21.41% | 27.32%-5.9pp | 803.00%-781.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $615 | $3,324-81.5% | $5,144-88.0% | $2,440-74.8% |
| Participant deferral / active EE | $724 | $3,260-77.8% | $5,198-86.1% | $3,608-79.9% |
| Admin fee / account holder | $2,632 | $5,880-55.2% | $13,956-81.1% | $5,124-48.6% |