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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 | $2,533 | $100,073-97.5% | $85,126-97.0% | $145,877-98.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.40% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $662 | $3,236-79.5% | $2,731-75.7% | $4,663-85.8% |
| Participant deferral / active EE | $786 | $5,294-85.2% | $4,523-82.6% | $6,691-88.3% |
| Admin fee / account holder | $2,116 | $7,261-70.9% | $6,160-65.7% | $13,402-84.2% |