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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 | $8,720 | $102,385-91.5% | $147,080-94.1% | $80,935-89.2% |
| Participation rate | 90.7% | 75.9%+14.9pp | 82.2%+8.6pp | 67.7%+23.1pp |
| Annual return | 12.75% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,753 | $3,717-52.8% | $4,933-64.5% | $2,757-36.4% |
| Participant deferral / active EE | $2,252 | $6,651-66.1% | $8,066-72.1% | $4,299-47.6% |
| Admin fee / account holder | $430 | $7,951-94.6% | $12,989-96.7% | $6,924-93.8% |