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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 | $115,225-97.8% | $100,712-97.5% | $138,895-98.2% |
| Participation rate | 95.2% | 74.3%+20.9pp | 69.3%+26.0pp | 79.9%+15.3pp |
| Annual return | 21.12% | 40.35%-19.2pp | 33.27%-12.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $873 | $2,771-68.5% | $2,313-62.3% | $4,194-79.2% |
| Participant deferral / active EE | $872 | $4,699-81.4% | $4,085-78.7% | $6,396-86.4% |
| Admin fee / account holder | $352 | $10,844-96.8% | $9,256-96.2% | $12,562-97.2% |