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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 | $8,050 | $105,284-92.4% | $150,734-94.7% | $94,015-91.4% |
| Participation rate | 92.6% | 71.7%+20.9pp | 78.4%+14.2pp | 70.8%+21.8pp |
| Annual return | 14.27% | 15.67%-1.4pp | 600.81%-586.5pp | 17.84%-3.6pp |
| Employer contribution / active EE | $2,316 | $3,599-35.7% | $4,918-52.9% | $2,790-17.0% |
| Participant deferral / active EE | $917 | $4,274-78.5% | $5,610-83.6% | $4,249-78.4% |
| Admin fee / account holder | $601 | $9,839-93.9% | $14,905-96.0% | $8,951-93.3% |