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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 | $3,053 | $91,086-96.6% | $203,872-98.5% | $86,983-96.5% |
| Participation rate | 85.2% | 65.8%+19.4pp | 77.8%+7.4pp | 69.5%+15.6pp |
| Annual return | 18.64% | 22.30%-3.7pp | 85.11%-66.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $579 | $2,063-72.0% | $3,757-84.6% | $2,584-77.6% |
| Participant deferral / active EE | $647 | $4,019-83.9% | $6,388-89.9% | $4,194-84.6% |
| Admin fee / account holder | $353 | $8,987-96.1% | $11,730-97.0% | $7,856-95.5% |