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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 | $3,640 | $99,875-96.4% | $146,866-97.5% | $86,983-95.8% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.5%+6.3pp |
| Annual return | 25.33% | 28.10%-2.8pp | 102.85%-77.5pp | 25.83%-0.5pp |
| Employer contribution / active EE | $630 | $3,224-80.5% | $4,425-85.8% | $2,584-75.6% |
| Participant deferral / active EE | $772 | $6,322-87.8% | $7,759-90.1% | $4,194-81.6% |
| Admin fee / account holder | $611 | $7,838-92.2% | $13,620-95.5% | $7,856-92.2% |