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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 | $3,101 | $87,132-96.4% | $105,624-97.1% | $80,959-96.2% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.7%+5.4pp |
| Annual return | 14.07% | 17.03%-3.0pp | 116.20%-102.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $777 | $2,397-67.6% | $3,168-75.5% | $2,757-71.8% |
| Participant deferral / active EE | $911 | $3,985-77.1% | $5,013-81.8% | $4,300-78.8% |
| Admin fee / account holder | $1,178 | $8,449-86.1% | $10,961-89.3% | $6,925-83.0% |