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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 | $2,808 | $71,197-96.1% | $93,669-97.0% | $80,925-96.5% |
| Participation rate | 90.5% | 60.4%+30.1pp | 68.7%+21.8pp | 67.7%+22.8pp |
| Annual return | 13.76% | 11.27%+2.5pp | 133.59%-119.8pp | 35.65%-21.9pp |
| Employer contribution / active EE | $902 | $1,565-42.4% | $2,424-62.8% | $2,756-67.3% |
| Participant deferral / active EE | $1,154 | $4,036-71.4% | $4,416-73.9% | $4,299-73.2% |
| Admin fee / account holder | $307 | $6,959-95.6% | $8,291-96.3% | $6,940-95.6% |