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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 | $9,564 | $125,190-92.4% | $105,624-90.9% | $145,897-93.4% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 12.74% | 225.22%-212.5pp | 116.20%-103.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,358 | $3,720-63.5% | $3,168-57.1% | $4,663-70.9% |
| Participant deferral / active EE | $678 | $5,716-88.1% | $5,013-86.5% | $6,689-89.9% |
| Admin fee / account holder | $529 | $17,138-96.9% | $10,961-95.2% | $13,390-96.0% |