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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 | $2,128 | $106,524-98.0% | $152,301-98.6% | $87,485-97.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 19.14% | 26.89%-7.7pp | 80.50%-61.4pp | 26.06%-6.9pp |
| Employer contribution / active EE | $866 | $3,371-74.3% | $4,624-81.3% | $2,596-66.6% |
| Participant deferral / active EE | $985 | $6,525-84.9% | $8,004-87.7% | $4,274-77.0% |
| Admin fee / account holder | $386 | $8,287-95.3% | $14,398-97.3% | $7,775-95.0% |