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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 | $9,724 | $102,422-90.5% | $147,117-93.4% | $80,959-88.0% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 17.38% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $907 | $3,717-75.6% | $4,932-81.6% | $2,757-67.1% |
| Participant deferral / active EE | $2,113 | $6,652-68.2% | $8,065-73.8% | $4,300-50.9% |
| Admin fee / account holder | $848 | $7,953-89.3% | $12,993-93.5% | $6,925-87.8% |