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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 | $1,869 | $114,013-98.4% | $103,693-98.2% | $155,188-98.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 80.8%+9.2pp |
| Annual return | 13.03% | 49.31%-36.3pp | 47.61%-34.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $452 | $3,131-85.6% | $2,920-84.5% | $4,248-89.4% |
| Participant deferral / active EE | $492 | $4,970-90.1% | $4,579-89.3% | $6,531-92.5% |
| Admin fee / account holder | $465 | $8,407-94.5% | $7,858-94.1% | $14,480-96.8% |