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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 | $3,777 | $106,749-96.5% | $145,433-97.4% | $82,448-95.4% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 20.75% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $945 | $3,444-72.6% | $4,554-79.2% | $2,551-62.9% |
| Participant deferral / active EE | $1,454 | $6,519-77.7% | $7,897-81.6% | $4,139-64.9% |
| Admin fee / account holder | $678 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |