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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 | $5,120 | $99,875-94.9% | $146,866-96.5% | $86,983-94.1% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 28.17% | 28.10%+0.1pp | 102.85%-74.7pp | 25.83%+2.3pp |
| Employer contribution / active EE | $1,779 | $3,224-44.8% | $4,425-59.8% | $2,584-31.2% |
| Participant deferral / active EE | $1,846 | $6,322-70.8% | $7,759-76.2% | $4,194-56.0% |
| Admin fee / account holder | $453 | $7,838-94.2% | $13,620-96.7% | $7,856-94.2% |