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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 | $2,515 | $112,729-97.8% | $98,716-97.5% | $137,256-98.2% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 21.12% | 38.48%-17.4pp | 31.81%-10.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $873 | $2,725-68.0% | $2,279-61.7% | $4,156-79.0% |
| Participant deferral / active EE | $872 | $4,640-81.2% | $4,048-78.5% | $6,407-86.4% |
| Admin fee / account holder | $352 | $10,129-96.5% | $8,703-96.0% | $12,270-97.1% |