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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 | $124,980-97.5% | $108,359-97.1% | $154,746-98.0% |
| Participation rate | 94.4% | 75.2%+19.3pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 20.00% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.3pp |
| Employer contribution / active EE | $838 | $2,851-70.6% | $2,399-65.1% | $4,379-80.9% |
| Participant deferral / active EE | $582 | $4,743-87.7% | $4,137-85.9% | $6,730-91.4% |
| Admin fee / account holder | $902 | $11,502-92.2% | $9,741-90.7% | $14,365-93.7% |