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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 | $3,820 | $124,980-96.9% | $108,359-96.5% | $154,746-97.5% |
| Participation rate | 72.7% | 75.2%-2.4pp | 70.1%+2.6pp | 80.7%-8.0pp |
| Annual return | 19.83% | 45.00%-25.2pp | 36.89%-17.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $923 | $2,851-67.6% | $2,399-61.5% | $4,379-78.9% |
| Participant deferral / active EE | $1,136 | $4,743-76.1% | $4,137-72.5% | $6,730-83.1% |
| Admin fee / account holder | $2,322 | $11,502-79.8% | $9,741-76.2% | $14,365-83.8% |