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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 | $90,400-96.6% | $186,193-98.4% | $87,485-96.5% |
| Participation rate | 85.2% | 66.2%+19.0pp | 77.1%+8.1pp | 68.9%+16.3pp |
| Annual return | 18.64% | 22.15%-3.5pp | 78.03%-59.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $579 | $2,170-73.3% | $3,918-85.2% | $2,596-77.7% |
| Participant deferral / active EE | $647 | $4,330-85.1% | $6,513-90.1% | $4,274-84.9% |
| Admin fee / account holder | $353 | $8,673-95.9% | $11,058-96.8% | $7,775-95.5% |