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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 | $4,408 | $117,829-96.3% | $102,423-95.7% | $145,877-97.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 13.43% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,097 | $3,615-69.7% | $3,023-63.7% | $4,663-76.5% |
| Participant deferral / active EE | $1,567 | $5,732-72.7% | $5,054-69.0% | $6,691-76.6% |
| Admin fee / account holder | $2,025 | $13,335-84.8% | $9,455-78.6% | $13,402-84.9% |