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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 | $9,158 | $127,790-92.8% | $106,555-91.4% | $167,536-94.5% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 12.44% | 33.88%-21.4pp | 26.80%-14.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $544 | $3,428-84.1% | $2,819-80.7% | $4,839-88.8% |
| Participant deferral / active EE | $666 | $5,088-86.9% | $4,399-84.9% | $6,342-89.5% |
| Admin fee / account holder | $1,063 | $11,229-90.5% | $7,408-85.6% | $12,315-91.4% |