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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 | $4,056 | $107,421-96.2% | $182,262-97.8% | $94,015-95.7% |
| Participation rate | 88.1% | 77.8%+10.3pp | 84.2%+3.9pp | 70.8%+17.3pp |
| Annual return | 16.20% | 21.32%-5.1pp | 140.60%-124.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $772 | $3,448-77.6% | $5,046-84.7% | $2,790-72.3% |
| Participant deferral / active EE | $1,085 | $6,558-83.5% | $8,276-86.9% | $4,249-74.5% |
| Admin fee / account holder | $708 | $8,692-91.9% | $16,712-95.8% | $8,951-92.1% |