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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 | $1,555 | $99,875-98.4% | $146,866-98.9% | $86,983-98.2% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 19.18% | 28.10%-8.9pp | 102.85%-83.7pp | 25.83%-6.7pp |
| Employer contribution / active EE | $465 | $3,224-85.6% | $4,425-89.5% | $2,584-82.0% |
| Participant deferral / active EE | $750 | $6,322-88.1% | $7,759-90.3% | $4,194-82.1% |
| Admin fee / account holder | $349 | $7,838-95.6% | $13,620-97.4% | $7,856-95.6% |