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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 | $2,703 | $76,407-96.5% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 86.5% | 66.4%+20.1pp | 77.8%+8.7pp | 68.1%+18.4pp |
| Annual return | 20.05% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $552 | $2,614-78.9% | $4,154-86.7% | $2,551-78.3% |
| Participant deferral / active EE | $805 | $3,214-75.0% | $5,453-85.2% | $4,139-80.6% |
| Admin fee / account holder | $365 | $6,352-94.3% | $14,116-97.4% | $7,234-95.0% |