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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 | $8,959 | $84,236-89.4% | $170,439-94.7% | $70,124-87.2% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.1pp | 69.5%+29.1pp |
| Annual return | 18.56% | 23.06%-4.5pp | 205.94%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,193 | $3,387-64.8% | $5,433-78.0% | $2,342-49.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $402 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |