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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 | $9,328 | $105,856-91.2% | $90,161-89.7% | $147,586-93.7% |
| Participation rate | 90.5% | 79.7%+10.7pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 22.10% | 37.63%-15.5pp | 34.89%-12.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,344 | $4,126-67.4% | $3,318-59.5% | $4,876-72.4% |
| Participant deferral / active EE | $1,521 | $5,733-73.5% | $5,287-71.2% | $5,439-72.0% |
| Admin fee / account holder | $474 | $8,046-94.1% | $5,943-92.0% | $10,886-95.6% |