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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 | $7,300 | $80,812-91.0% | $160,784-95.5% | $82,448-91.1% |
| Participation rate | 87.5% | 66.2%+21.3pp | 77.0%+10.5pp | 68.1%+19.4pp |
| Annual return | 22.80% | 100.59%-77.8pp | 1803.92%-1781.1pp | 41.64%-18.8pp |
| Employer contribution / active EE | $442 | $2,174-79.7% | $3,733-88.2% | $2,551-82.7% |
| Participant deferral / active EE | $880 | $4,335-79.7% | $6,293-86.0% | $4,139-78.7% |
| Admin fee / account holder | $358 | $7,695-95.4% | $9,717-96.3% | $7,234-95.1% |