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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 | $5,138 | $51,184-90.0% | $66,439-92.3% | $86,983-94.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.5%+21.8pp | 69.5%+26.8pp |
| Annual return | 21.69% | 17.07%+4.6pp | 757.66%-736.0pp | 25.83%-4.1pp |
| Employer contribution / active EE | $1,313 | $2,023-35.1% | $2,637-50.2% | $2,584-49.2% |
| Participant deferral / active EE | $968 | $2,927-66.9% | $3,876-75.0% | $4,194-76.9% |
| Admin fee / account holder | $312 | $4,154-92.5% | $6,173-94.9% | $7,856-96.0% |