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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 | $6,875 | $95,417-92.8% | $135,974-94.9% | $74,460-90.8% |
| Participation rate | 93.2% | 78.2%+15.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 79.86% | 32.76%+47.1pp | 68.30%+11.6pp | 34.38%+45.5pp |
| Employer contribution / active EE | $1,697 | $3,878-56.2% | $4,859-65.1% | $2,638-35.7% |
| Participant deferral / active EE | $2,679 | $7,789-65.6% | $7,760-65.5% | $4,530-40.9% |
| Admin fee / account holder | $537 | $266+101.6% | $10,767-95.0% | $348+54.3% |