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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 | $5,555 | $124,980-95.6% | $108,359-94.9% | $154,746-96.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 17.03% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $828 | $2,851-71.0% | $2,399-65.5% | $4,379-81.1% |
| Participant deferral / active EE | $1,161 | $4,743-75.5% | $4,137-71.9% | $6,730-82.8% |
| Admin fee / account holder | $1,570 | $11,502-86.3% | $9,741-83.9% | $14,365-89.1% |