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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 | $6,175 | $99,875-93.8% | $146,866-95.8% | $86,983-92.9% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 30.93% | 28.10%+2.8pp | 102.85%-71.9pp | 25.83%+5.1pp |
| Employer contribution / active EE | $1,449 | $3,224-55.0% | $4,425-67.2% | $2,584-43.9% |
| Participant deferral / active EE | $1,970 | $6,322-68.8% | $7,759-74.6% | $4,194-53.0% |
| Admin fee / account holder | $887 | $7,838-88.7% | $13,620-93.5% | $7,856-88.7% |