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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 | $4,160 | $86,050-95.2% | $189,758-97.8% | $94,015-95.6% |
| Participation rate | 84.8% | 68.9%+15.9pp | 79.8%+5.1pp | 70.8%+14.0pp |
| Annual return | 18.53% | 17.77%+0.8pp | 52.62%-34.1pp | 17.84%+0.7pp |
| Employer contribution / active EE | $721 | $2,819-74.4% | $4,767-84.9% | $2,790-74.2% |
| Participant deferral / active EE | $936 | $3,349-72.0% | $5,856-84.0% | $4,249-78.0% |
| Admin fee / account holder | $306 | $6,627-95.4% | $20,388-98.5% | $8,951-96.6% |