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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 | $1,705 | $126,661-98.7% | $113,397-98.5% | $138,895-98.8% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 23.36% | 25.05%-1.7pp | 23.20%+0.2pp | 145.39%-122.0pp |
| Employer contribution / active EE | $938 | $3,456-72.9% | $2,977-68.5% | $4,194-77.6% |
| Participant deferral / active EE | $1,176 | $5,693-79.3% | $5,076-76.8% | $6,396-81.6% |
| Admin fee / account holder | $639 | $14,549-95.6% | $11,957-94.7% | $12,562-94.9% |