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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 | $4,992 | $75,541-93.4% | $152,093-96.7% | $82,637-94.0% |
| Participation rate | 78.6% | 66.5%+12.0pp | 77.8%+0.8pp | 68.1%+10.5pp |
| Annual return | 17.80% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $437 | $2,622-83.4% | $4,175-89.5% | $2,552-82.9% |
| Participant deferral / active EE | $737 | $3,206-77.0% | $5,451-86.5% | $4,126-82.1% |
| Admin fee / account holder | $701 | $6,405-89.1% | $14,497-95.2% | $7,339-90.5% |