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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 | $77,814-98.0% | $158,223-99.0% | $86,983-98.2% |
| Participation rate | 94.3% | 68.4%+25.9pp | 79.2%+15.1pp | 69.5%+24.7pp |
| Annual return | 20.51% | 30.54%-10.0pp | 52.09%-31.6pp | 25.83%-5.3pp |
| Employer contribution / active EE | $786 | $2,592-69.7% | $4,109-80.9% | $2,584-69.6% |
| Participant deferral / active EE | $920 | $3,270-71.9% | $5,467-83.2% | $4,194-78.1% |
| Admin fee / account holder | $386 | $5,879-93.4% | $16,047-97.6% | $7,856-95.1% |