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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 | $3,363 | $102,245-96.7% | $89,340-96.2% | $137,256-97.5% |
| Participation rate | 73.3% | 74.9%-1.6pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 19.82% | 21.89%-2.1pp | 20.57%-0.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $488 | $2,529-80.7% | $2,231-78.1% | $4,156-88.2% |
| Participant deferral / active EE | $579 | $4,436-86.9% | $3,823-84.8% | $6,407-91.0% |
| Admin fee / account holder | $640 | $8,085-92.1% | $6,704-90.5% | $12,270-94.8% |