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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 | $4,230 | $93,598-95.5% | $135,974-96.9% | $75,173-94.4% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.1pp | 67.2%+21.9pp |
| Annual return | 103.77% | 30.89%+72.9pp | 68.30%+35.5pp | 160.72%-57.0pp |
| Employer contribution / active EE | $1,325 | $3,538-62.5% | $4,859-72.7% | $2,671-50.4% |
| Participant deferral / active EE | $2,316 | $6,405-63.8% | $7,760-70.2% | $4,126-43.9% |
| Admin fee / account holder | $472 | $6,978-93.2% | $10,767-95.6% | $5,651-91.7% |