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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 | $5,508 | $93,589-94.1% | $135,942-95.9% | $75,181-92.7% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 22.60% | 30.90%-8.3pp | 68.28%-45.7pp | 160.69%-138.1pp |
| Employer contribution / active EE | $1,051 | $3,537-70.3% | $4,858-78.4% | $2,671-60.7% |
| Participant deferral / active EE | $1,653 | $6,405-74.2% | $7,759-78.7% | $4,126-59.9% |
| Admin fee / account holder | $331 | $6,977-95.3% | $10,764-96.9% | $5,650-94.1% |