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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 | $7,494 | $103,392-92.8% | $87,104-91.4% | $152,897-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 13.85% | 28.10%-14.3pp | 28.19%-14.3pp | 345.43%-331.6pp |
| Employer contribution / active EE | $1,136 | $3,221-64.7% | $2,521-55.0% | $4,764-76.2% |
| Participant deferral / active EE | $1,200 | $4,778-74.9% | $4,048-70.4% | $5,851-79.5% |
| Admin fee / account holder | $19,321 | $12,194+58.4% | $7,491+157.9% | $11,599+66.6% |