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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 | $14,803 | $102,393-85.5% | $147,041-89.9% | $80,911-81.7% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 13.15% | 134.95%-121.8pp | 419.21%-406.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $957 | $3,715-74.2% | $4,935-80.6% | $2,756-65.3% |
| Participant deferral / active EE | $145 | $6,647-97.8% | $8,071-98.2% | $4,297-96.6% |
| Admin fee / account holder | $565 | $7,943-92.9% | $13,006-95.7% | $6,935-91.9% |