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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 | $99,875-96.5% | $146,866-97.6% | $86,983-96.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 27.26% | 28.10%-0.8pp | 102.85%-75.6pp | 25.83%+1.4pp |
| Employer contribution / active EE | $742 | $3,224-77.0% | $4,425-83.2% | $2,584-71.3% |
| Participant deferral / active EE | $2,099 | $6,322-66.8% | $7,759-72.9% | $4,194-49.9% |
| Admin fee / account holder | $401 | $7,838-94.9% | $13,620-97.1% | $7,856-94.9% |