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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 | $3,741 | $124,346-97.0% | $111,306-96.6% | $167,553-97.8% |
| Participation rate | 73.7% | 79.6%-5.9pp | 77.3%-3.6pp | 82.1%-8.4pp |
| Annual return | 28.78% | 37.46%-8.7pp | 54.67%-25.9pp | 478.89%-450.1pp |
| Employer contribution / active EE | $1,094 | $3,438-68.2% | $2,732-59.9% | $4,840-77.4% |
| Participant deferral / active EE | $1,557 | $5,182-69.9% | $4,488-65.3% | $6,343-75.4% |
| Admin fee / account holder | $466 | $10,623-95.6% | $7,966-94.1% | $12,316-96.2% |