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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 | $4,418 | $40,275-89.0% | $57,356-92.3% | $59,633-92.6% |
| Participation rate | 97.6% | 69.1%+28.5pp | 75.1%+22.5pp | 68.7%+28.9pp |
| Annual return | 1.47% | 27.52%-26.1pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,067 | $1,921-44.5% | $2,689-60.3% | $2,203-51.6% |
| Participant deferral / active EE | $402 | $2,400-83.3% | $3,162-87.3% | $3,192-87.4% |
| Admin fee / account holder | $364 | $2,820-87.1% | $3,357-89.2% | $4,297-91.5% |