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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 | $5,121 | $111,830-95.4% | $93,696-94.5% | $145,884-96.5% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.4pp |
| Annual return | 14.49% | 204.08%-189.6pp | 133.74%-119.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $623 | $3,093-79.9% | $2,422-74.3% | $4,662-86.6% |
| Participant deferral / active EE | $1,068 | $4,920-78.3% | $4,417-75.8% | $6,690-84.0% |
| Admin fee / account holder | $1,213 | $10,249-88.2% | $8,287-85.4% | $13,392-90.9% |