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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 | $50,554-82.8% | $67,681-87.1% | $87,485-90.1% |
| Participation rate | 96.2% | 67.7%+28.4pp | 73.7%+22.4pp | 68.9%+27.2pp |
| Annual return | 15.34% | 17.81%-2.5pp | 590.58%-575.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $626 | $1,988-68.5% | $2,678-76.6% | $2,596-75.9% |
| Participant deferral / active EE | $699 | $2,961-76.4% | $3,976-82.4% | $4,274-83.7% |
| Admin fee / account holder | $368 | $4,132-91.1% | $6,100-94.0% | $7,775-95.3% |