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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 | $3,257 | $106,280-96.9% | $96,538-96.6% | $139,487-97.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 28.66% | 38.48%-9.8pp | 35.74%-7.1pp | 373.84%-345.2pp |
| Employer contribution / active EE | $850 | $4,107-79.3% | $3,740-77.3% | $4,755-82.1% |
| Participant deferral / active EE | $1,321 | $5,457-75.8% | $4,880-72.9% | $6,713-80.3% |
| Admin fee / account holder | $1,072 | $7,888-86.4% | $6,737-84.1% | $11,407-90.6% |