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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 | $78,690-96.6% | $161,489-98.3% | $87,485-96.9% |
| Participation rate | 86.5% | 67.5%+19.0pp | 78.7%+7.8pp | 68.9%+17.5pp |
| Annual return | 20.05% | 32.74%-12.7pp | 89.72%-69.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $552 | $2,588-78.7% | $4,268-87.1% | $2,596-78.7% |
| Participant deferral / active EE | $805 | $3,311-75.7% | $5,630-85.7% | $4,274-81.2% |
| Admin fee / account holder | $365 | $6,724-94.6% | $16,006-97.7% | $7,775-95.3% |