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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 | $4,576 | $108,882-95.8% | $96,754-95.3% | $154,746-97.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 18.29% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $403 | $3,018-86.7% | $2,679-85.0% | $4,379-90.8% |
| Participant deferral / active EE | $511 | $5,323-90.4% | $4,758-89.3% | $6,730-92.4% |
| Admin fee / account holder | $963 | $10,200-90.6% | $8,905-89.2% | $14,365-93.3% |