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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 | $8,858 | $85,171-89.6% | $172,752-94.9% | $72,975-87.9% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.5pp |
| Annual return | 17.83% | 27.32%-9.5pp | 802.97%-785.1pp | 81.01%-63.2pp |
| Employer contribution / active EE | $843 | $3,324-74.6% | $5,144-83.6% | $2,440-65.5% |
| Participant deferral / active EE | $375 | $3,260-88.5% | $5,198-92.8% | $3,608-89.6% |
| Admin fee / account holder | $608 | $5,880-89.7% | $13,955-95.6% | $5,124-88.1% |