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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 | $6,524 | $103,038-93.7% | $90,324-92.8% | $152,909-95.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 14.25% | 95.25%-81.0pp | 78.15%-63.9pp | 345.46%-331.2pp |
| Employer contribution / active EE | $1,436 | $3,141-54.3% | $2,856-49.7% | $4,764-69.9% |
| Participant deferral / active EE | $369 | $4,282-91.4% | $3,885-90.5% | $5,851-93.7% |
| Admin fee / account holder | $4,094 | $6,177-33.7% | $5,356-23.6% | $11,601-64.7% |