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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 | $7,683 | $65,364-88.2% | $92,909-91.7% | $72,975-89.5% |
| Participation rate | 91.3% | 68.3%+23.0pp | 76.0%+15.3pp | 69.5%+21.8pp |
| Annual return | 25.21% | 42.11%-16.9pp | 109.44%-84.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $4,212 | $2,594+62.4% | $3,653+15.3% | $2,440+72.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,837 | $4,251-56.8% | $5,795-68.3% | $5,124-64.1% |