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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 | $88,996-95.5% | $78,004-94.8% | $138,895-97.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 15.17% | 28.03%-12.9pp | 31.07%-15.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $618 | $2,917-78.8% | $2,469-75.0% | $4,194-85.3% |
| Participant deferral / active EE | $906 | $4,724-80.8% | $4,092-77.9% | $6,396-85.8% |
| Admin fee / account holder | $719 | $8,807-91.8% | $7,578-90.5% | $12,562-94.3% |