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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 | $3,105 | $156,616-98.0% | $133,346-97.7% | $198,609-98.4% |
| Participation rate | 94.4% | 77.7%+16.7pp | 72.8%+21.6pp | 82.4%+12.1pp |
| Annual return | 20.00% | 44.25%-24.3pp | 36.85%-16.9pp | 202.70%-182.7pp |
| Employer contribution / active EE | $838 | $3,368-75.1% | $2,853-70.6% | $5,055-83.4% |
| Participant deferral / active EE | $582 | $4,920-88.2% | $4,332-86.6% | $6,977-91.7% |
| Admin fee / account holder | $902 | $17,468-94.8% | $14,264-93.7% | $19,030-95.3% |