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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 | $2,211 | $112,729-98.0% | $98,716-97.8% | $137,256-98.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 17.14% | 38.48%-21.3pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $506 | $2,725-81.4% | $2,279-77.8% | $4,156-87.8% |
| Participant deferral / active EE | $758 | $4,640-83.7% | $4,048-81.3% | $6,407-88.2% |
| Admin fee / account holder | $586 | $10,129-94.2% | $8,703-93.3% | $12,270-95.2% |