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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 | $5,331 | $78,690-93.2% | $161,489-96.7% | $87,485-93.9% |
| Participation rate | 89.7% | 67.5%+22.2pp | 78.7%+11.0pp | 68.9%+20.7pp |
| Annual return | 34.20% | 32.74%+1.5pp | 89.72%-55.5pp | 26.06%+8.1pp |
| Employer contribution / active EE | $732 | $2,588-71.7% | $4,268-82.9% | $2,596-71.8% |
| Participant deferral / active EE | $826 | $3,311-75.0% | $5,630-85.3% | $4,274-80.7% |
| Admin fee / account holder | $342 | $6,724-94.9% | $16,006-97.9% | $7,775-95.6% |