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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 | $7,278 | $55,457-86.9% | $77,361-90.6% | $94,015-92.3% |
| Participation rate | 94.6% | 69.8%+24.8pp | 75.0%+19.6pp | 70.8%+23.8pp |
| Annual return | 24.77% | 15.57%+9.2pp | 1011.54%-986.8pp | 17.84%+6.9pp |
| Employer contribution / active EE | $1,050 | $2,255-53.4% | $2,990-64.9% | $2,790-62.4% |
| Participant deferral / active EE | $649 | $3,069-78.9% | $3,911-83.4% | $4,249-84.7% |
| Admin fee / account holder | $903 | $4,334-79.2% | $5,894-84.7% | $8,951-89.9% |