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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 | $1,858 | $78,690-97.6% | $161,489-98.8% | $87,485-97.9% |
| Participation rate | 84.4% | 67.5%+17.0pp | 78.7%+5.7pp | 68.9%+15.5pp |
| Annual return | 21.20% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.9pp |
| Employer contribution / active EE | $514 | $2,588-80.1% | $4,268-88.0% | $2,596-80.2% |
| Participant deferral / active EE | $590 | $3,311-82.2% | $5,630-89.5% | $4,274-86.2% |
| Admin fee / account holder | $471 | $6,724-93.0% | $16,006-97.1% | $7,775-93.9% |