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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 | $3,563 | $69,590-94.9% | $136,867-97.4% | $94,015-96.2% |
| Participation rate | 91.1% | 66.3%+24.8pp | 74.5%+16.6pp | 70.8%+20.3pp |
| Annual return | 12.14% | 19.62%-7.5pp | 42.97%-30.8pp | 17.84%-5.7pp |
| Employer contribution / active EE | $838 | $2,396-65.0% | $3,547-76.4% | $2,790-70.0% |
| Participant deferral / active EE | $641 | $3,437-81.4% | $4,924-87.0% | $4,249-84.9% |
| Admin fee / account holder | $565 | $8,912-93.7% | $10,340-94.5% | $8,951-93.7% |