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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 | $3,871 | $99,875-96.1% | $146,866-97.4% | $86,983-95.5% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 17.53% | 28.10%-10.6pp | 102.85%-85.3pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,270 | $3,224-60.6% | $4,425-71.3% | $2,584-50.8% |
| Participant deferral / active EE | $1,591 | $6,322-74.8% | $7,759-79.5% | $4,194-62.1% |
| Admin fee / account holder | $1,723 | $7,838-78.0% | $13,620-87.4% | $7,856-78.1% |