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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 | $9,124 | $75,962-88.0% | $154,108-94.1% | $64,173-85.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.13% | 30.32%-21.2pp | 735.21%-726.1pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,004 | $3,350-70.0% | $5,298-81.0% | $2,381-57.8% |
| Participant deferral / active EE | $569 | $3,175-82.1% | $5,081-88.8% | $3,470-83.6% |
| Admin fee / account holder | $1,243 | $5,589-77.8% | $13,411-90.7% | $4,887-74.6% |