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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 | $3,849 | $107,809-96.4% | $97,032-96.0% | $155,188-97.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 71.6%+5.4pp | 80.8%-3.9pp |
| Annual return | 21.11% | 38.06%-17.0pp | 35.38%-14.3pp | 148.84%-127.7pp |
| Employer contribution / active EE | $790 | $2,911-72.9% | $2,629-70.0% | $4,248-81.4% |
| Participant deferral / active EE | $924 | $5,129-82.0% | $4,672-80.2% | $6,531-85.9% |
| Admin fee / account holder | $540 | $10,717-95.0% | $9,418-94.3% | $14,480-96.3% |