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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 | $63,354-95.8% | $94,105-97.2% | $82,637-96.8% |
| Participation rate | 76.9% | 63.8%+13.1pp | 71.9%+5.0pp | 68.1%+8.9pp |
| Annual return | 16.05% | 34.36%-18.3pp | 204.55%-188.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $445 | $1,760-74.7% | $2,504-82.2% | $2,552-82.6% |
| Participant deferral / active EE | $574 | $2,873-80.0% | $3,881-85.2% | $4,126-86.1% |
| Admin fee / account holder | $984 | $5,073-80.6% | $6,199-84.1% | $7,339-86.6% |