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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 | $12,739 | $142,430-91.1% | $115,170-88.9% | $152,897-91.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.30% | 41.48%-25.2pp | 35.60%-19.3pp | 345.43%-329.1pp |
| Employer contribution / active EE | $1,579 | $4,011-60.6% | $3,179-50.3% | $4,764-66.8% |
| Participant deferral / active EE | $728 | $5,165-85.9% | $4,169-82.5% | $5,851-87.6% |
| Admin fee / account holder | $12,348 | $8,464+45.9% | $7,089+74.2% | $11,599+6.5% |