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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 | $9,380 | $105,929-91.1% | $81,716-88.5% | $158,966-94.1% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.0%+20.3pp | 82.0%+10.3pp |
| Annual return | 13.47% | 38.19%-24.7pp | 29.49%-16.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $647 | $7,802-91.7% | $4,310-85.0% | $4,762-86.4% |
| Participant deferral / active EE | $647 | $13,007-95.0% | $7,108-90.9% | $5,983-89.2% |
| Admin fee / account holder | $1,574 | $8,492-81.5% | $5,159-69.5% | $11,250-86.0% |