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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 | $2,805 | $77,814-96.4% | $158,223-98.2% | $86,983-96.8% |
| Participation rate | 76.0% | 68.4%+7.6pp | 79.2%-3.2pp | 69.5%+6.5pp |
| Annual return | 21.83% | 30.54%-8.7pp | 52.09%-30.3pp | 25.83%-4.0pp |
| Employer contribution / active EE | $816 | $2,592-68.5% | $4,109-80.1% | $2,584-68.4% |
| Participant deferral / active EE | $869 | $3,270-73.4% | $5,467-84.1% | $4,194-79.3% |
| Admin fee / account holder | $719 | $5,879-87.8% | $16,047-95.5% | $7,856-90.8% |