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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 | $5,817 | $99,875-94.2% | $146,866-96.0% | $86,983-93.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.5%+11.2pp |
| Annual return | 18.64% | 28.10%-9.5pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $400 | $3,224-87.6% | $4,425-91.0% | $2,584-84.5% |
| Participant deferral / active EE | $1,304 | $6,322-79.4% | $7,759-83.2% | $4,194-68.9% |
| Admin fee / account holder | $380 | $7,838-95.1% | $13,620-97.2% | $7,856-95.2% |