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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 | $5,433 | $106,749-94.9% | $145,433-96.3% | $82,448-93.4% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 22.14% | 27.59%-5.5pp | 66.58%-44.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $673 | $3,444-80.4% | $4,554-85.2% | $2,551-73.6% |
| Participant deferral / active EE | $573 | $6,519-91.2% | $7,897-92.8% | $4,139-86.2% |
| Admin fee / account holder | $307 | $8,390-96.3% | $13,129-97.7% | $7,234-95.8% |