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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 | $8,563 | $96,491-91.1% | $75,894-88.7% | $152,885-94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.16% | 33.98%-16.8pp | 30.76%-13.6pp | 345.39%-328.2pp |
| Employer contribution / active EE | $1,851 | $3,310-44.1% | $2,501-26.0% | $4,763-61.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $332 | $8,079-95.9% | $5,420-93.9% | $11,598-97.1% |