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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 | $3,503 | $157,829-97.8% | $136,867-97.4% | $198,609-98.2% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 22.80% | 51.25%-28.4pp | 42.97%-20.2pp | 202.70%-179.9pp |
| Employer contribution / active EE | $1,166 | $3,923-70.3% | $3,547-67.1% | $5,055-76.9% |
| Participant deferral / active EE | $1,643 | $5,463-69.9% | $4,924-66.6% | $6,977-76.4% |
| Admin fee / account holder | $612 | $11,107-94.5% | $10,340-94.1% | $19,030-96.8% |