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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 | $5,126 | $99,380-94.8% | $90,312-94.3% | $155,188-96.7% |
| Participation rate | 85.7% | 77.3%+8.4pp | 72.9%+12.8pp | 80.8%+4.9pp |
| Annual return | 11.46% | 19.35%-7.9pp | 18.90%-7.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $63 | $2,390-97.4% | $2,243-97.2% | $4,248-98.5% |
| Participant deferral / active EE | $777 | $4,212-81.6% | $3,749-79.3% | $6,531-88.1% |
| Admin fee / account holder | $2,886 | $9,766-70.5% | $8,248-65.0% | $14,480-80.1% |