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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 | $5,300 | $157,829-96.6% | $136,867-96.1% | $198,609-97.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.87% | 51.25%-38.4pp | 42.97%-30.1pp | 202.70%-189.8pp |
| Employer contribution / active EE | $990 | $3,923-74.8% | $3,547-72.1% | $5,055-80.4% |
| Participant deferral / active EE | $1,236 | $5,463-77.4% | $4,924-74.9% | $6,977-82.3% |
| Admin fee / account holder | $2,924 | $11,107-73.7% | $10,340-71.7% | $19,030-84.6% |