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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 | $6,749 | $102,429-93.4% | $147,096-95.4% | $80,925-91.7% |
| Participation rate | 79.5% | 75.9%+3.6pp | 82.2%-2.7pp | 67.7%+11.8pp |
| Annual return | 14.63% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,155 | $3,716-68.9% | $4,936-76.6% | $2,756-58.1% |
| Participant deferral / active EE | $1,874 | $6,649-71.8% | $8,071-76.8% | $4,299-56.4% |
| Admin fee / account holder | $339 | $7,957-95.7% | $13,005-97.4% | $6,940-95.1% |