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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 | $1,738 | $135,057-98.7% | $98,716-98.2% | - |
| Participation rate | 76.8% | 54.8%+21.9pp | 69.3%+7.5pp | - |
| Annual return | 23.16% | 11.95%+11.2pp | 31.81%-8.7pp | - |
| Employer contribution / active EE | $570 | $831-31.4% | $2,279-75.0% | - |
| Participant deferral / active EE | $783 | $3,078-74.5% | $4,048-80.6% | - |
| Admin fee / account holder | $922 | $5,301-82.6% | $8,703-89.4% | - |