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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 | $8,700 | $55,457-84.3% | $77,361-88.8% | $94,015-90.7% |
| Participation rate | 96.2% | 69.8%+26.3pp | 75.0%+21.2pp | 70.8%+25.3pp |
| Annual return | 15.34% | 15.57%-0.2pp | 1011.54%-996.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $626 | $2,255-72.2% | $2,990-79.1% | $2,790-77.6% |
| Participant deferral / active EE | $699 | $3,069-77.2% | $3,911-82.1% | $4,249-83.6% |
| Admin fee / account holder | $368 | $4,334-91.5% | $5,894-93.8% | $8,951-95.9% |