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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 | $107,733-97.3% | $92,985-96.9% | $154,746-98.1% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 18.54% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $661 | $3,126-78.9% | $2,662-75.2% | $4,379-84.9% |
| Participant deferral / active EE | $661 | $5,053-86.9% | $4,377-84.9% | $6,730-90.2% |
| Admin fee / account holder | $384 | $11,369-96.6% | $9,463-95.9% | $14,365-97.3% |