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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 | $3,575 | $80,812-95.6% | $160,784-97.8% | $82,448-95.7% |
| Participation rate | 86.2% | 66.2%+20.0pp | 77.0%+9.3pp | 68.1%+18.1pp |
| Annual return | 21.80% | 100.59%-78.8pp | 1803.92%-1782.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $730 | $2,174-66.4% | $3,733-80.4% | $2,551-71.4% |
| Participant deferral / active EE | $1,195 | $4,335-72.4% | $6,293-81.0% | $4,139-71.1% |
| Admin fee / account holder | $324 | $7,695-95.8% | $9,717-96.7% | $7,234-95.5% |