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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 | $5,762 | $114,013-94.9% | $103,693-94.4% | $155,188-96.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 17.06% | 49.31%-32.3pp | 47.61%-30.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $574 | $3,131-81.7% | $2,920-80.3% | $4,248-86.5% |
| Participant deferral / active EE | $821 | $4,970-83.5% | $4,579-82.1% | $6,531-87.4% |
| Admin fee / account holder | $1,569 | $8,407-81.3% | $7,858-80.0% | $14,480-89.2% |