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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 | $3,814 | $84,236-95.5% | $170,435-97.8% | $70,126-94.6% |
| Participation rate | 78.4% | 70.8%+7.6pp | 83.6%-5.2pp | 69.5%+8.9pp |
| Annual return | 20.28% | 23.06%-2.8pp | 205.94%-185.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $422 | $3,387-87.5% | $5,432-92.2% | $2,343-82.0% |
| Participant deferral / active EE | $429 | $3,086-86.1% | $4,939-91.3% | $3,332-87.1% |
| Admin fee / account holder | $358 | $5,698-93.7% | $13,881-97.4% | $4,645-92.3% |