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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 | $123,155-97.1% | $108,753-96.7% | $155,188-97.7% |
| Participation rate | 93.8% | 75.6%+18.1pp | 71.1%+22.7pp | 80.8%+12.9pp |
| Annual return | 26.93% | 44.73%-17.8pp | 37.47%-10.5pp | 148.84%-121.9pp |
| Employer contribution / active EE | $773 | $2,811-72.5% | $2,427-68.2% | $4,248-81.8% |
| Participant deferral / active EE | $1,137 | $4,623-75.4% | $4,115-72.4% | $6,531-82.6% |
| Admin fee / account holder | $531 | $12,126-95.6% | $10,320-94.9% | $14,480-96.3% |