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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 | $9,763 | $84,236-88.4% | $170,435-94.3% | $70,126-86.1% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 19.95% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $704 | $3,387-79.2% | $5,432-87.0% | $2,343-69.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $727 | $5,698-87.2% | $13,881-94.8% | $4,645-84.4% |