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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 | $115,225-97.0% | $100,712-96.5% | $138,895-97.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 18.82% | 40.35%-21.5pp | 33.27%-14.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $934 | $2,771-66.3% | $2,313-59.6% | $4,194-77.7% |
| Participant deferral / active EE | $942 | $4,699-80.0% | $4,085-77.0% | $6,396-85.3% |
| Admin fee / account holder | $356 | $10,844-96.7% | $9,256-96.2% | $12,562-97.2% |