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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 | $5,653 | $93,346-93.9% | $71,796-92.1% | $273,972-97.9% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 12.31% | 130.39%-118.1pp | 78.04%-65.7pp | 41.46%-29.2pp |
| Employer contribution / active EE | $406 | $2,733-85.1% | $1,924-78.9% | $4,869-91.7% |
| Participant deferral / active EE | $693 | $3,475-80.1% | $2,794-75.2% | $5,287-86.9% |
| Admin fee / account holder | $557 | $6,571-91.5% | $4,815-88.4% | $10,133-94.5% |