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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 | $4,632 | $76,407-93.9% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 17.14% | 39.99%-22.9pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $400 | $2,614-84.7% | $4,154-90.4% | $2,551-84.3% |
| Participant deferral / active EE | $650 | $3,214-79.8% | $5,453-88.1% | $4,139-84.3% |
| Admin fee / account holder | $557 | $6,352-91.2% | $14,116-96.1% | $7,234-92.3% |