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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 | $4,193 | $78,520-94.7% | $96,576-95.7% | $82,448-94.9% |
| Participation rate | 80.3% | 77.7%+2.6pp | 81.4%-1.1pp | 68.1%+12.3pp |
| Annual return | 19.96% | 41.30%-21.3pp | 38.47%-18.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $122 | $2,630-95.4% | $3,553-96.6% | $2,551-95.2% |
| Participant deferral / active EE | $1,350 | $6,754-80.0% | $7,956-83.0% | $4,139-67.4% |
| Admin fee / account holder | $579 | $13,455-95.7% | $11,381-94.9% | $7,234-92.0% |