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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 | $2,683 | $114,013-97.6% | $103,693-97.4% | $155,188-98.3% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.3pp | 80.8%+6.2pp |
| Annual return | 21.76% | 49.31%-27.5pp | 47.61%-25.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $179 | $3,131-94.3% | $2,920-93.9% | $4,248-95.8% |
| Participant deferral / active EE | $579 | $4,970-88.4% | $4,579-87.4% | $6,531-91.1% |
| Admin fee / account holder | $892 | $8,407-89.4% | $7,858-88.6% | $14,480-93.8% |