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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 | $9,688 | $124,351-92.2% | $109,188-91.1% | $167,553-94.2% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.2pp |
| Annual return | 14.68% | 26.04%-11.4pp | 25.76%-11.1pp | 478.89%-464.2pp |
| Employer contribution / active EE | $795 | $4,210-81.1% | $3,723-78.6% | $4,840-83.6% |
| Participant deferral / active EE | $1,342 | $5,257-74.5% | $4,654-71.2% | $6,343-78.8% |
| Admin fee / account holder | $582 | $7,975-92.7% | $6,755-91.4% | $12,316-95.3% |