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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 | $3,398 | $50,554-93.3% | $67,681-95.0% | $87,485-96.1% |
| Participation rate | 75.4% | 67.7%+7.7pp | 73.7%+1.7pp | 68.9%+6.5pp |
| Annual return | 20.66% | 17.81%+2.9pp | 590.58%-569.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $505 | $1,988-74.6% | $2,678-81.1% | $2,596-80.5% |
| Participant deferral / active EE | $812 | $2,961-72.6% | $3,976-79.6% | $4,274-81.0% |
| Admin fee / account holder | $328 | $4,132-92.1% | $6,100-94.6% | $7,775-95.8% |