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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 | $77,814-93.6% | $158,223-96.8% | $86,983-94.3% |
| Participation rate | 78.6% | 68.4%+10.2pp | 79.2%-0.6pp | 69.5%+9.0pp |
| Annual return | 17.80% | 30.54%-12.7pp | 52.09%-34.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $437 | $2,592-83.2% | $4,109-89.4% | $2,584-83.1% |
| Participant deferral / active EE | $737 | $3,270-77.5% | $5,467-86.5% | $4,194-82.4% |
| Admin fee / account holder | $701 | $5,879-88.1% | $16,047-95.6% | $7,856-91.1% |