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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 | $86,050-93.8% | $189,758-97.2% | $94,015-94.3% |
| Participation rate | 89.7% | 68.9%+20.8pp | 79.8%+9.9pp | 70.8%+18.8pp |
| Annual return | 34.20% | 17.77%+16.4pp | 52.62%-18.4pp | 17.84%+16.4pp |
| Employer contribution / active EE | $732 | $2,819-74.0% | $4,767-84.6% | $2,790-73.8% |
| Participant deferral / active EE | $826 | $3,349-75.3% | $5,856-85.9% | $4,249-80.6% |
| Admin fee / account holder | $342 | $6,627-94.8% | $20,388-98.3% | $8,951-96.2% |