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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 | $97,648-96.3% | $121,663-97.1% | $87,485-95.9% |
| Participation rate | 84.2% | 70.5%+13.7pp | 74.5%+9.7pp | 68.9%+15.3pp |
| Annual return | 20.68% | 18.03%+2.7pp | 147.54%-126.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $752 | $2,300-67.3% | $3,020-75.1% | $2,596-71.0% |
| Participant deferral / active EE | $814 | $3,923-79.2% | $4,887-83.3% | $4,274-80.9% |
| Admin fee / account holder | $442 | $11,100-96.0% | $14,289-96.9% | $7,775-94.3% |