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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 | $4,560 | $107,666-95.8% | $102,184-95.5% | $154,746-97.1% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 22.38% | 29.33%-6.9pp | 31.58%-9.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,544 | $3,846-59.9% | $3,594-57.0% | $4,379-64.7% |
| Participant deferral / active EE | $1,930 | $8,719-77.9% | $8,309-76.8% | $6,730-71.3% |
| Admin fee / account holder | $764 | $12,943-94.1% | $11,609-93.4% | $14,365-94.7% |