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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 | $3,373 | $106,749-96.8% | $145,433-97.7% | $82,448-95.9% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 28.34% | 27.59%+0.8pp | 66.58%-38.2pp | 41.64%-13.3pp |
| Employer contribution / active EE | $904 | $3,444-73.7% | $4,554-80.1% | $2,551-64.6% |
| Participant deferral / active EE | $1,219 | $6,519-81.3% | $7,897-84.6% | $4,139-70.6% |
| Admin fee / account holder | $863 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |