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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 | $5,409 | $77,638-93.0% | $156,551-96.5% | $62,881-91.4% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 95.61% | 50.33%+45.3pp | 32.23%+63.4pp | 20.14%+75.5pp |
| Employer contribution / active EE | $1,295 | $3,444-62.4% | $5,501-76.5% | $2,281-43.2% |
| Participant deferral / active EE | $772 | $3,046-74.7% | $4,871-84.2% | $3,203-75.9% |
| Admin fee / account holder | $2,261 | $5,561-59.3% | $13,028-82.6% | $4,296-47.4% |