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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 | $50,554-85.6% | $67,681-89.2% | $87,485-91.7% |
| Participation rate | 94.6% | 67.7%+26.9pp | 73.7%+20.9pp | 68.9%+25.7pp |
| Annual return | 24.77% | 17.81%+7.0pp | 590.58%-565.8pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1,050 | $1,988-47.2% | $2,678-60.8% | $2,596-59.6% |
| Participant deferral / active EE | $649 | $2,961-78.1% | $3,976-83.7% | $4,274-84.8% |
| Admin fee / account holder | $903 | $4,132-78.1% | $6,100-85.2% | $7,775-88.4% |