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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 | $106,749-96.2% | $145,433-97.2% | $82,448-95.1% |
| Participation rate | 88.1% | 75.6%+12.4pp | 82.1%+6.0pp | 68.1%+20.0pp |
| Annual return | 16.20% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $772 | $3,444-77.6% | $4,554-83.1% | $2,551-69.7% |
| Participant deferral / active EE | $1,085 | $6,519-83.4% | $7,897-86.3% | $4,139-73.8% |
| Admin fee / account holder | $708 | $8,390-91.6% | $13,129-94.6% | $7,234-90.2% |