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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 | $1,589 | $78,690-98.0% | $161,489-99.0% | $87,485-98.2% |
| Participation rate | 94.3% | 67.5%+26.8pp | 78.7%+15.6pp | 68.9%+25.4pp |
| Annual return | 20.51% | 32.74%-12.2pp | 89.72%-69.2pp | 26.06%-5.6pp |
| Employer contribution / active EE | $786 | $2,588-69.6% | $4,268-81.6% | $2,596-69.7% |
| Participant deferral / active EE | $920 | $3,311-72.2% | $5,630-83.7% | $4,274-78.5% |
| Admin fee / account holder | $386 | $6,724-94.3% | $16,006-97.6% | $7,775-95.0% |