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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 | $78,690-94.1% | $161,489-97.1% | $87,485-94.7% |
| Participation rate | 74.2% | 67.5%+6.7pp | 78.7%-4.5pp | 68.9%+5.3pp |
| Annual return | 17.14% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $400 | $2,588-84.6% | $4,268-90.6% | $2,596-84.6% |
| Participant deferral / active EE | $650 | $3,311-80.4% | $5,630-88.5% | $4,274-84.8% |
| Admin fee / account holder | $557 | $6,724-91.7% | $16,006-96.5% | $7,775-92.8% |