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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 | $4,019 | $87,166-95.4% | $76,735-94.8% | $137,256-97.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 15.17% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $618 | $2,904-78.7% | $2,454-74.8% | $4,156-85.1% |
| Participant deferral / active EE | $906 | $4,726-80.8% | $4,088-77.8% | $6,407-85.9% |
| Admin fee / account holder | $719 | $8,403-91.4% | $7,189-90.0% | $12,270-94.1% |