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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 | $3,929 | $75,962-94.8% | $154,111-97.5% | $64,173-93.9% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.7pp |
| Annual return | 2.69% | 30.32%-27.6pp | 735.18%-732.5pp | 7.63%-4.9pp |
| Employer contribution / active EE | $658 | $3,350-80.4% | $5,298-87.6% | $2,381-72.4% |
| Participant deferral / active EE | $394 | $3,175-87.6% | $5,081-92.2% | $3,470-88.6% |
| Admin fee / account holder | $353 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |