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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 | $3,575 | $91,086-96.1% | $203,872-98.2% | $86,983-95.9% |
| Participation rate | 86.2% | 65.8%+20.4pp | 77.8%+8.4pp | 69.5%+16.7pp |
| Annual return | 21.80% | 22.30%-0.5pp | 85.11%-63.3pp | 25.83%-4.0pp |
| Employer contribution / active EE | $730 | $2,063-64.6% | $3,757-80.6% | $2,584-71.7% |
| Participant deferral / active EE | $1,195 | $4,019-70.3% | $6,388-81.3% | $4,194-71.5% |
| Admin fee / account holder | $324 | $8,987-96.4% | $11,730-97.2% | $7,856-95.9% |