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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 | $6,553 | $160,028-95.9% | $147,080-95.5% | $145,884-95.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 15.55% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,256 | $5,286-76.2% | $4,933-74.5% | $4,662-73.1% |
| Participant deferral / active EE | $2,521 | $8,422-70.1% | $8,066-68.8% | $6,690-62.3% |
| Admin fee / account holder | $600 | $15,030-96.0% | $12,989-95.4% | $13,392-95.5% |