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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 | $3,455 | $106,864-96.8% | $147,318-97.7% | $82,637-95.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 27.26% | 27.49%-0.2pp | 70.43%-43.2pp | 53.51%-26.2pp |
| Employer contribution / active EE | $742 | $3,417-78.3% | $4,593-83.8% | $2,552-70.9% |
| Participant deferral / active EE | $2,099 | $6,496-67.7% | $7,906-73.4% | $4,126-49.1% |
| Admin fee / account holder | $401 | $8,415-95.2% | $13,708-97.1% | $7,339-94.5% |