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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 | $2,131 | $102,245-97.9% | $89,340-97.6% | $137,256-98.4% |
| Participation rate | 73.3% | 74.9%-1.6pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 15.55% | 21.89%-6.3pp | 20.57%-5.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $670 | $4,436-84.9% | $3,823-82.5% | $6,407-89.5% |
| Admin fee / account holder | $1,734 | $8,085-78.6% | $6,704-74.1% | $12,270-85.9% |