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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 | $4,726 | $71,353-93.4% | $92,805-94.9% | $86,983-94.6% |
| Participation rate | 96.9% | 80.9%+16.0pp | 83.5%+13.4pp | 69.5%+27.3pp |
| Annual return | 46.61% | 44.68%+1.9pp | 31.59%+15.0pp | 25.83%+20.8pp |
| Employer contribution / active EE | $2,047 | $2,468-17.1% | $3,424-40.2% | $2,584-20.8% |
| Participant deferral / active EE | $2,748 | $6,966-60.6% | $8,448-67.5% | $4,194-34.5% |
| Admin fee / account holder | $402 | $6,099-93.4% | $10,911-96.3% | $7,856-94.9% |