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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 | $5,577 | $51,184-89.1% | $66,439-91.6% | $86,983-93.6% |
| Participation rate | 71.4% | 68.5%+2.9pp | 74.5%-3.1pp | 69.5%+1.9pp |
| Annual return | 22.28% | 17.07%+5.2pp | 757.66%-735.4pp | 25.83%-3.6pp |
| Employer contribution / active EE | $543 | $2,023-73.1% | $2,637-79.4% | $2,584-79.0% |
| Participant deferral / active EE | $950 | $2,927-67.5% | $3,876-75.5% | $4,194-77.3% |
| Admin fee / account holder | $340 | $4,154-91.8% | $6,173-94.5% | $7,856-95.7% |