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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 | $77,358-94.6% | $102,184-95.9% | $87,485-95.2% |
| Participation rate | 80.3% | 78.7%+1.6pp | 82.6%-2.3pp | 68.9%+11.4pp |
| Annual return | 19.96% | 41.11%-21.1pp | 31.58%-11.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $122 | $2,562-95.2% | $3,594-96.6% | $2,596-95.3% |
| Participant deferral / active EE | $1,350 | $6,753-80.0% | $8,309-83.8% | $4,274-68.4% |
| Admin fee / account holder | $579 | $6,809-91.5% | $11,609-95.0% | $7,775-92.6% |