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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 | $3,573 | $94,031-96.2% | $115,768-96.9% | $82,448-95.7% |
| Participation rate | 84.2% | 70.4%+13.8pp | 74.4%+9.8pp | 68.1%+16.1pp |
| Annual return | 20.68% | 20.61%+0.1pp | 100.46%-79.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $752 | $2,323-67.6% | $2,940-74.4% | $2,551-70.5% |
| Participant deferral / active EE | $814 | $3,972-79.5% | $4,917-83.4% | $4,139-80.3% |
| Admin fee / account holder | $442 | $10,249-95.7% | $12,439-96.4% | $7,234-93.9% |