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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 | $3,556 | $93,598-96.2% | $135,974-97.4% | $75,173-95.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 16.63% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $935 | $3,538-73.6% | $4,859-80.8% | $2,671-65.0% |
| Participant deferral / active EE | $1,556 | $6,405-75.7% | $7,760-80.0% | $4,126-62.3% |
| Admin fee / account holder | $833 | $6,978-88.1% | $10,767-92.3% | $5,651-85.3% |