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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 | $3,485 | $123,155-97.2% | $108,753-96.8% | $155,188-97.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 18.82% | 44.73%-25.9pp | 37.47%-18.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $934 | $2,811-66.8% | $2,427-61.5% | $4,248-78.0% |
| Participant deferral / active EE | $942 | $4,623-79.6% | $4,115-77.1% | $6,531-85.6% |
| Admin fee / account holder | $356 | $12,126-97.1% | $10,320-96.6% | $14,480-97.5% |