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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 | $8,591 | $156,616-94.5% | $133,346-93.6% | $198,609-95.7% |
| Participation rate | 85.7% | 77.7%+8.0pp | 72.8%+12.9pp | 82.4%+3.3pp |
| Annual return | 18.70% | 44.25%-25.6pp | 36.85%-18.2pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,425 | $3,368-57.7% | $2,853-50.1% | $5,055-71.8% |
| Participant deferral / active EE | $1,425 | $4,920-71.0% | $4,332-67.1% | $6,977-79.6% |
| Admin fee / account holder | $958 | $17,468-94.5% | $14,264-93.3% | $19,030-95.0% |