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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 | $4,861 | $87,132-94.4% | $105,624-95.4% | $80,959-94.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.7%+27.6pp |
| Annual return | 11.02% | 17.03%-6.0pp | 116.20%-105.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $739 | $2,397-69.2% | $3,168-76.7% | $2,757-73.2% |
| Participant deferral / active EE | $413 | $3,985-89.6% | $5,013-91.8% | $4,300-90.4% |
| Admin fee / account holder | $1,504 | $8,449-82.2% | $10,961-86.3% | $6,925-78.3% |