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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 | $3,548 | $123,155-97.1% | $108,753-96.7% | $155,188-97.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 23.56% | 44.73%-21.2pp | 37.47%-13.9pp | 148.84%-125.3pp |
| Employer contribution / active EE | $750 | $2,811-73.3% | $2,427-69.1% | $4,248-82.3% |
| Participant deferral / active EE | $761 | $4,623-83.5% | $4,115-81.5% | $6,531-88.4% |
| Admin fee / account holder | $469 | $12,126-96.1% | $10,320-95.5% | $14,480-96.8% |