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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 | $106,749-95.2% | $145,433-96.5% | $82,448-93.8% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 17.38% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $732 | $3,444-78.7% | $4,554-83.9% | $2,551-71.3% |
| Participant deferral / active EE | $633 | $6,519-90.3% | $7,897-92.0% | $4,139-84.7% |
| Admin fee / account holder | $683 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |