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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 | $3,946 | $40,275-90.2% | $57,356-93.1% | $59,633-93.4% |
| Participation rate | 96.6% | 69.1%+27.4pp | 75.1%+21.5pp | 68.7%+27.9pp |
| Annual return | 2.77% | 27.52%-24.7pp | 24.41%-21.6pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $631 | $1,921-67.1% | $2,689-76.5% | $2,203-71.3% |
| Participant deferral / active EE | $559 | $2,400-76.7% | $3,162-82.3% | $3,192-82.5% |
| Admin fee / account holder | $412 | $2,820-85.4% | $3,357-87.7% | $4,297-90.4% |