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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 | $12,974 | $85,171-84.8% | $172,753-92.5% | $72,976-82.2% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 29.52% | 27.32%+2.2pp | 803.00%-773.5pp | 81.02%-51.5pp |
| Employer contribution / active EE | $704 | $3,324-78.8% | $5,144-86.3% | $2,440-71.1% |
| Participant deferral / active EE | $719 | $3,260-77.9% | $5,198-86.2% | $3,608-80.1% |
| Admin fee / account holder | $945 | $5,880-83.9% | $13,956-93.2% | $5,124-81.6% |