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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 | $8,589 | $81,696-89.5% | $70,494-87.8% | $158,982-94.6% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.3pp | 82.0%+10.3pp |
| Annual return | 8.55% | 208.70%-200.2pp | 109.16%-100.6pp | 302.99%-294.4pp |
| Employer contribution / active EE | $367 | $3,220-88.6% | $2,738-86.6% | $4,763-92.3% |
| Participant deferral / active EE | $797 | $4,558-82.5% | $3,711-78.5% | $5,983-86.7% |
| Admin fee / account holder | $580 | $6,200-90.6% | $3,848-84.9% | $11,252-94.8% |