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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 | $8,766 | $106,923-91.8% | $84,023-89.6% | $152,909-94.3% |
| Participation rate | 95.5% | 75.3%+20.2pp | 69.0%+26.4pp | 82.5%+13.0pp |
| Annual return | 9.56% | 105.02%-95.5pp | 71.32%-61.8pp | 345.46%-335.9pp |
| Employer contribution / active EE | $1,757 | $2,735-35.8% | $1,984-11.5% | $4,764-63.1% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $312 | $8,289-96.2% | $6,102-94.9% | $11,601-97.3% |