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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 | $5,102 | $106,524-95.2% | $152,301-96.7% | $87,485-94.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 17.38% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $732 | $3,371-78.3% | $4,624-84.2% | $2,596-71.8% |
| Participant deferral / active EE | $633 | $6,525-90.3% | $8,004-92.1% | $4,274-85.2% |
| Admin fee / account holder | $683 | $8,287-91.8% | $14,398-95.3% | $7,775-91.2% |