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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 | $2,869 | $87,166-96.7% | $76,735-96.3% | $137,256-97.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 18.54% | 26.50%-8.0pp | 29.77%-11.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $661 | $2,904-77.2% | $2,454-73.1% | $4,156-84.1% |
| Participant deferral / active EE | $661 | $4,726-86.0% | $4,088-83.8% | $6,407-89.7% |
| Admin fee / account holder | $384 | $8,403-95.4% | $7,189-94.7% | $12,270-96.9% |