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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 | $12,495 | $63,346-80.3% | $92,239-86.5% | $70,124-82.2% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | 13.24% | 530.19%-516.9pp | 176.29%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,394 | $2,471+37.3% | $3,680-7.8% | $2,342+44.9% |
| Participant deferral / active EE | $768 | $2,854-73.1% | $3,897-80.3% | $3,332-77.0% |
| Admin fee / account holder | $1,261 | $3,841-67.2% | $5,194-75.7% | $4,645-72.9% |