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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 | $12,455 | $75,962-83.6% | $154,108-91.9% | $64,173-80.6% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | 8.88% | 30.32%-21.4pp | 735.21%-726.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,342 | $3,350-30.1% | $5,298-55.8% | $2,381-1.6% |
| Participant deferral / active EE | $264 | $3,175-91.7% | $5,081-94.8% | $3,470-92.4% |
| Admin fee / account holder | $494 | $5,589-91.2% | $13,411-96.3% | $4,887-89.9% |