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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 | $2,217 | $102,245-97.8% | $89,340-97.5% | $137,256-98.4% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 14.26% | 21.89%-7.6pp | 20.57%-6.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $581 | $2,529-77.0% | $2,231-74.0% | $4,156-86.0% |
| Participant deferral / active EE | $654 | $4,436-85.3% | $3,823-82.9% | $6,407-89.8% |
| Admin fee / account holder | $836 | $8,085-89.7% | $6,704-87.5% | $12,270-93.2% |