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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 | $2,639 | $73,107-96.4% | $114,563-97.7% | $87,485-97.0% |
| Participation rate | 76.9% | 65.8%+11.1pp | 72.9%+4.0pp | 68.9%+8.0pp |
| Annual return | 16.05% | 19.47%-3.4pp | 241.09%-225.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $445 | $1,881-76.3% | $2,592-82.8% | $2,596-82.9% |
| Participant deferral / active EE | $574 | $3,144-81.7% | $4,142-86.1% | $4,274-86.6% |
| Admin fee / account holder | $984 | $5,770-82.9% | $7,623-87.1% | $7,775-87.3% |