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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 | $4,841 | $166,131-97.1% | $164,975-97.1% | $145,877-96.7% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 12.85% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,814 | $5,276-65.6% | $4,343-58.2% | $4,663-61.1% |
| Participant deferral / active EE | $1,963 | $6,962-71.8% | $6,033-67.5% | $6,691-70.7% |
| Admin fee / account holder | $1,760 | $16,648-89.4% | $12,688-86.1% | $13,402-86.9% |