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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 | $9,547 | $85,171-88.8% | $172,752-94.5% | $72,975-86.9% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.2pp |
| Annual return | 18.42% | 27.32%-8.9pp | 802.97%-784.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,272 | $3,324-61.7% | $5,144-75.3% | $2,440-47.9% |
| Participant deferral / active EE | $453 | $3,260-86.1% | $5,198-91.3% | $3,608-87.5% |
| Admin fee / account holder | $1,779 | $5,880-69.8% | $13,955-87.3% | $5,124-65.3% |