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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 | $1,715 | $93,617-98.2% | $135,982-98.7% | $75,177-97.7% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 20.33% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $902 | $3,538-74.5% | $4,859-81.4% | $2,671-66.2% |
| Participant deferral / active EE | $1,531 | $6,406-76.1% | $7,760-80.3% | $4,126-62.9% |
| Admin fee / account holder | $562 | $6,980-91.9% | $10,767-94.8% | $5,651-90.1% |