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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 | $2,432 | $81,276-97.0% | $155,574-98.4% | $80,925-97.0% |
| Participation rate | 89.3% | 66.2%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 15.96% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,249 | $3,103-59.7% | $4,676-73.3% | $2,756-54.7% |
| Participant deferral / active EE | $496 | $3,453-85.6% | $5,629-91.2% | $4,299-88.5% |
| Admin fee / account holder | $571 | $7,993-92.9% | $15,914-96.4% | $6,940-91.8% |