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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 | $124,980-97.2% | $108,359-96.7% | $154,746-97.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 23.56% | 45.00%-21.4pp | 36.89%-13.3pp | 172.34%-148.8pp |
| Employer contribution / active EE | $750 | $2,851-73.7% | $2,399-68.7% | $4,379-82.9% |
| Participant deferral / active EE | $761 | $4,743-84.0% | $4,137-81.6% | $6,730-88.7% |
| Admin fee / account holder | $469 | $11,502-95.9% | $9,741-95.2% | $14,365-96.7% |