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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 | $2,965 | $81,276-96.4% | $155,574-98.1% | $80,925-96.3% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.7%+19.0pp |
| Annual return | 11.29% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $532 | $3,103-82.9% | $4,676-88.6% | $2,756-80.7% |
| Participant deferral / active EE | $539 | $3,453-84.4% | $5,629-90.4% | $4,299-87.5% |
| Admin fee / account holder | $647 | $7,993-91.9% | $15,914-95.9% | $6,940-90.7% |