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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 | $7,110 | $106,008-93.3% | $92,240-92.3% | $147,586-95.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 22.75% | 50.05%-27.3pp | 176.29%-153.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $2,024 | $4,333-53.3% | $3,680-45.0% | $4,876-58.5% |
| Participant deferral / active EE | $502 | $4,478-88.8% | $3,897-87.1% | $5,439-90.8% |
| Admin fee / account holder | $834 | $6,333-86.8% | $5,194-83.9% | $10,886-92.3% |