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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 | $112,729-96.6% | $98,716-96.1% | $137,256-97.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 19.83% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $923 | $2,725-66.1% | $2,279-59.5% | $4,156-77.8% |
| Participant deferral / active EE | $1,136 | $4,640-75.5% | $4,048-71.9% | $6,407-82.3% |
| Admin fee / account holder | $2,322 | $10,129-77.1% | $8,703-73.3% | $12,270-81.1% |