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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 | $7,159 | $63,346-88.7% | $92,240-92.2% | $70,126-89.8% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 15.79% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,493 | $2,471-39.6% | $3,680-59.4% | $2,343-36.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,943 | $3,841-49.4% | $5,194-62.6% | $4,645-58.2% |