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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 | $2,755 | $124,980-97.8% | $108,359-97.5% | $154,746-98.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 17.84% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $723 | $2,851-74.6% | $2,399-69.9% | $4,379-83.5% |
| Participant deferral / active EE | $834 | $4,743-82.4% | $4,137-79.8% | $6,730-87.6% |
| Admin fee / account holder | $318 | $11,502-97.2% | $9,741-96.7% | $14,365-97.8% |