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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 | $10,918 | $86,949-87.4% | $102,460-89.3% | $80,959-86.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 95.62% | 18.89%+76.7pp | 29.47%+66.2pp | 35.67%+60.0pp |
| Employer contribution / active EE | $1,533 | $2,370-35.3% | $3,025-49.3% | $2,757-44.4% |
| Participant deferral / active EE | $1,798 | $4,121-56.4% | $5,056-64.4% | $4,300-58.2% |
| Admin fee / account holder | $717 | $8,048-91.1% | $9,460-92.4% | $6,925-89.7% |