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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 | $63,703-95.9% | $93,063-97.2% | $82,448-96.8% |
| Participation rate | 76.9% | 63.8%+13.1pp | 72.1%+4.8pp | 68.1%+8.9pp |
| Annual return | 16.05% | -775.43%+791.5pp | 34.15%-18.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $445 | $1,729-74.3% | $2,476-82.0% | $2,551-82.6% |
| Participant deferral / active EE | $574 | $2,919-80.3% | $3,958-85.5% | $4,139-86.1% |
| Admin fee / account holder | $984 | $5,982-83.5% | $6,033-83.7% | $7,234-86.4% |