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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 | $3,569 | $115,225-96.9% | $100,712-96.5% | $138,895-97.4% |
| Participation rate | 93.8% | 74.3%+19.4pp | 69.3%+24.5pp | 79.9%+13.8pp |
| Annual return | 26.93% | 40.35%-13.4pp | 33.27%-6.3pp | 145.39%-118.5pp |
| Employer contribution / active EE | $773 | $2,771-72.1% | $2,313-66.6% | $4,194-81.6% |
| Participant deferral / active EE | $1,137 | $4,699-75.8% | $4,085-72.2% | $6,396-82.2% |
| Admin fee / account holder | $531 | $10,844-95.1% | $9,256-94.3% | $12,562-95.8% |