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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 | $7,558 | $111,830-93.2% | $93,696-91.9% | $145,884-94.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 12.81% | 204.08%-191.3pp | 133.74%-120.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $609 | $3,093-80.3% | $2,422-74.9% | $4,662-86.9% |
| Participant deferral / active EE | $657 | $4,920-86.7% | $4,417-85.1% | $6,690-90.2% |
| Admin fee / account holder | $836 | $10,249-91.8% | $8,287-89.9% | $13,392-93.8% |