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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 | $6,971 | $81,643-91.5% | $70,462-90.1% | $158,950-95.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.61% | 208.51%-191.9pp | 109.08%-92.5pp | 302.91%-286.3pp |
| Employer contribution / active EE | $2,196 | $3,218-31.8% | $2,737-19.8% | $4,762-53.9% |
| Participant deferral / active EE | $942 | $4,555-79.3% | $3,710-74.6% | $5,983-84.3% |
| Admin fee / account holder | $325 | $6,194-94.8% | $3,845-91.6% | $11,248-97.1% |