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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 | $2,579 | $77,574-96.7% | $108,753-97.6% | $86,983-97.0% |
| Participation rate | 78.1% | 62.3%+15.8pp | 71.1%+7.0pp | 69.5%+8.6pp |
| Annual return | 24.91% | 18.42%+6.5pp | 37.47%-12.6pp | 25.83%-0.9pp |
| Employer contribution / active EE | $983 | $1,611-39.0% | $2,427-59.5% | $2,584-62.0% |
| Participant deferral / active EE | $1,126 | $3,128-64.0% | $4,115-72.6% | $4,194-73.2% |
| Admin fee / account holder | $449 | $6,529-93.1% | $10,320-95.7% | $7,856-94.3% |