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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 | $11,350 | $75,962-85.1% | $154,108-92.6% | $64,173-82.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.99% | 30.32%-22.3pp | 735.21%-727.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,435 | $3,350-57.2% | $5,298-72.9% | $2,381-39.7% |
| Participant deferral / active EE | $262 | $3,175-91.8% | $5,081-94.8% | $3,470-92.5% |
| Admin fee / account holder | $603 | $5,589-89.2% | $13,411-95.5% | $4,887-87.7% |