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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 | $3,432 | $101,752-96.6% | $164,928-97.9% | $80,911-95.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 13.59% | 16.73%-3.1pp | 70.08%-56.5pp | 35.63%-22.0pp |
| Employer contribution / active EE | $918 | $2,953-68.9% | $4,343-78.9% | $2,756-66.7% |
| Participant deferral / active EE | $1,094 | $4,477-75.6% | $6,034-81.9% | $4,297-74.5% |
| Admin fee / account holder | $893 | $8,218-89.1% | $12,684-93.0% | $6,935-87.1% |