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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 | $2,136 | $91,086-97.7% | $203,872-99.0% | $86,983-97.5% |
| Participation rate | 79.3% | 65.8%+13.5pp | 77.8%+1.5pp | 69.5%+9.8pp |
| Annual return | 20.60% | 22.30%-1.7pp | 85.11%-64.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $975 | $2,063-52.7% | $3,757-74.1% | $2,584-62.3% |
| Participant deferral / active EE | $980 | $4,019-75.6% | $6,388-84.7% | $4,194-76.6% |
| Admin fee / account holder | $1,081 | $8,987-88.0% | $11,730-90.8% | $7,856-86.2% |