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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 | $47,479-84.7% | $62,929-88.4% | $82,448-91.2% |
| Participation rate | 94.6% | 66.9%+27.7pp | 73.1%+21.5pp | 68.1%+26.5pp |
| Annual return | 24.77% | 20.34%+4.4pp | 1063.93%-1039.2pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,050 | $1,885-44.3% | $2,505-58.1% | $2,551-58.8% |
| Participant deferral / active EE | $649 | $2,870-77.4% | $3,888-83.3% | $4,139-84.3% |
| Admin fee / account holder | $903 | $3,804-76.2% | $5,065-82.2% | $7,234-87.5% |