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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 | $4,178 | $147,594-97.2% | $121,871-96.6% | $198,609-97.9% |
| Participation rate | 85.7% | 78.0%+7.8pp | 73.2%+12.5pp | 82.4%+3.3pp |
| Annual return | 19.26% | 12.94%+6.3pp | 13.57%+5.7pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,360 | $3,007-54.8% | $2,731-50.2% | $5,055-73.1% |
| Participant deferral / active EE | $294 | $5,168-94.3% | $4,318-93.2% | $6,977-95.8% |
| Admin fee / account holder | $351 | $15,134-97.7% | $11,551-97.0% | $19,030-98.2% |