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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 | $103,164-97.9% | $90,259-97.5% | $154,746-98.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 70.7%+19.3pp | 80.7%+9.3pp |
| Annual return | 14.26% | 19.25%-5.0pp | 18.88%-4.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $581 | $2,532-77.1% | $2,291-74.6% | $4,379-86.7% |
| Participant deferral / active EE | $654 | $4,422-85.2% | $3,827-82.9% | $6,730-90.3% |
| Admin fee / account holder | $836 | $8,593-90.3% | $7,267-88.5% | $14,365-94.2% |