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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 | $3,779 | $64,307-94.1% | $57,347-93.4% | $125,393-97.0% |
| Participation rate | 92.9% | 78.6%+14.2pp | 75.1%+17.8pp | 83.2%+9.7pp |
| Annual return | 2.37% | 25.14%-22.8pp | 24.40%-22.0pp | 282.23%-279.9pp |
| Employer contribution / active EE | $493 | $3,193-84.6% | $2,689-81.7% | $4,866-89.9% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,351-100.0% |
| Admin fee / account holder | $365 | $5,242-93.0% | $3,356-89.1% | $9,541-96.2% |