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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 | $7,693 | $61,125-87.4% | $94,057-91.8% | $87,485-91.2% |
| Participation rate | 85.1% | 64.1%+21.0pp | 73.3%+11.8pp | 68.9%+16.2pp |
| Annual return | 14.98% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,268 | $2,136-40.7% | $2,933-56.8% | $2,596-51.2% |
| Participant deferral / active EE | $326 | $3,260-90.0% | $4,709-93.1% | $4,274-92.4% |
| Admin fee / account holder | $10,162 | $5,629+80.5% | $7,244+40.3% | $7,775+30.7% |