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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 | $8,627 | $117,846-92.7% | $102,434-91.6% | $145,884-94.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.14% | 31.90%-12.8pp | 29.46%-10.3pp | 551.85%-532.7pp |
| Employer contribution / active EE | $869 | $3,615-76.0% | $3,023-71.3% | $4,662-81.4% |
| Participant deferral / active EE | $1,565 | $5,733-72.7% | $5,055-69.0% | $6,690-76.6% |
| Admin fee / account holder | $1,180 | $13,356-91.2% | $9,462-87.5% | $13,392-91.2% |