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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 | $5,484 | $126,661-95.7% | $113,397-95.2% | $138,895-96.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 49.59% | 25.05%+24.5pp | 23.20%+26.4pp | 145.39%-95.8pp |
| Employer contribution / active EE | $1,072 | $3,456-69.0% | $2,977-64.0% | $4,194-74.4% |
| Participant deferral / active EE | $1,313 | $5,693-76.9% | $5,076-74.1% | $6,396-79.5% |
| Admin fee / account holder | $463 | $14,549-96.8% | $11,957-96.1% | $12,562-96.3% |