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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 | $2,991 | $114,013-97.4% | $103,693-97.1% | $155,188-98.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 80.8%-10.8pp |
| Annual return | 16.78% | 49.31%-32.5pp | 47.61%-30.8pp | 148.84%-132.1pp |
| Employer contribution / active EE | $867 | $3,131-72.3% | $2,920-70.3% | $4,248-79.6% |
| Participant deferral / active EE | $887 | $4,970-82.2% | $4,579-80.6% | $6,531-86.4% |
| Admin fee / account holder | $676 | $8,407-92.0% | $7,858-91.4% | $14,480-95.3% |