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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 | $106,588-97.3% | $94,215-97.0% | $155,188-98.2% |
| Participation rate | 88.9% | 74.3%+14.6pp | 70.0%+18.9pp | 80.8%+8.1pp |
| Annual return | 18.54% | 29.39%-10.9pp | 28.22%-9.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $661 | $3,080-78.5% | $2,675-75.3% | $4,248-84.4% |
| Participant deferral / active EE | $661 | $4,802-86.2% | $4,276-84.5% | $6,531-89.9% |
| Admin fee / account holder | $384 | $12,281-96.9% | $10,216-96.2% | $14,480-97.4% |