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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 | $12,250 | $67,594-81.9% | $77,361-84.2% | $69,733-82.4% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.0%+24.1pp | 62.5%+36.6pp |
| Annual return | 13.72% | 19.20%-5.5pp | 1011.54%-997.8pp | 15.22%-1.5pp |
| Employer contribution / active EE | $911 | $2,649-65.6% | $2,990-69.5% | $2,250-59.5% |
| Participant deferral / active EE | $1,221 | $3,401-64.1% | $3,911-68.8% | $3,054-60.0% |
| Admin fee / account holder | $2,753 | $1,159+137.4% | $5,894-53.3% | $3,102-11.3% |