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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 | $2,482 | $106,524-97.7% | $152,301-98.4% | $87,485-97.2% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.4%-0.1pp | 68.9%+13.4pp |
| Annual return | 56.85% | 26.89%+30.0pp | 80.50%-23.6pp | 26.06%+30.8pp |
| Employer contribution / active EE | $737 | $3,371-78.1% | $4,624-84.1% | $2,596-71.6% |
| Participant deferral / active EE | $1,729 | $6,525-73.5% | $8,004-78.4% | $4,274-59.6% |
| Admin fee / account holder | $740 | $8,287-91.1% | $14,398-94.9% | $7,775-90.5% |