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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 | $77,814-93.1% | $158,223-96.6% | $86,983-93.9% |
| Participation rate | 89.7% | 68.4%+21.2pp | 79.2%+10.5pp | 69.5%+20.1pp |
| Annual return | 34.20% | 30.54%+3.7pp | 52.09%-17.9pp | 25.83%+8.4pp |
| Employer contribution / active EE | $732 | $2,592-71.8% | $4,109-82.2% | $2,584-71.7% |
| Participant deferral / active EE | $826 | $3,270-74.7% | $5,467-84.9% | $4,194-80.3% |
| Admin fee / account holder | $342 | $5,879-94.2% | $16,047-97.9% | $7,856-95.6% |