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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 | $3,877 | $106,749-96.4% | $145,433-97.3% | $82,448-95.3% |
| Participation rate | 88.6% | 75.6%+12.9pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 23.31% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $881 | $3,444-74.4% | $4,554-80.7% | $2,551-65.5% |
| Participant deferral / active EE | $1,922 | $6,519-70.5% | $7,897-75.7% | $4,139-53.6% |
| Admin fee / account holder | $486 | $8,390-94.2% | $13,129-96.3% | $7,234-93.3% |