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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 | $4,173 | $175,036-97.6% | $64,489-93.5% | - |
| Participation rate | 74.7% | 60.2%+14.6pp | 67.7%+7.1pp | - |
| Annual return | 21.42% | 15.04%+6.4pp | 55.03%-33.6pp | - |
| Employer contribution / active EE | $853 | $1,949-56.2% | $1,523-44.0% | - |
| Participant deferral / active EE | $1,517 | $3,720-59.2% | $2,778-45.4% | - |
| Admin fee / account holder | $602 | $23,923-97.5% | $4,260-85.9% | - |