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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 | $1,093 | $103,164-98.9% | $90,259-98.8% | $154,746-99.3% |
| Participation rate | 83.3% | 76.1%+7.2pp | 70.7%+12.6pp | 80.7%+2.6pp |
| Annual return | 13.52% | 19.25%-5.7pp | 18.88%-5.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $187 | $2,532-92.6% | $2,291-91.8% | $4,379-95.7% |
| Participant deferral / active EE | $187 | $4,422-95.8% | $3,827-95.1% | $6,730-97.2% |
| Admin fee / account holder | $417 | $8,593-95.2% | $7,267-94.3% | $14,365-97.1% |