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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 | $5,375 | $103,392-94.8% | $87,104-93.8% | $152,897-96.5% |
| Participation rate | 88.2% | 79.4%+8.9pp | 76.9%+11.4pp | 82.5%+5.8pp |
| Annual return | 22.84% | 28.10%-5.3pp | 28.19%-5.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $969 | $3,221-69.9% | $2,521-61.6% | $4,764-79.7% |
| Participant deferral / active EE | $1,026 | $4,778-78.5% | $4,048-74.6% | $5,851-82.5% |
| Admin fee / account holder | $306 | $12,194-97.5% | $7,491-95.9% | $11,599-97.4% |