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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 | $9,734 | $75,959-87.2% | $154,114-93.7% | $64,181-84.8% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | 2.79% | 30.32%-27.5pp | 735.16%-732.4pp | 7.63%-4.8pp |
| Employer contribution / active EE | $835 | $3,350-75.1% | $5,298-84.2% | $2,381-64.9% |
| Participant deferral / active EE | $737 | $3,175-76.8% | $5,081-85.5% | $3,470-78.8% |
| Admin fee / account holder | $420 | $5,589-92.5% | $13,411-96.9% | $4,887-91.4% |