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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 | $5,268 | $102,385-94.9% | $147,080-96.4% | $80,935-93.5% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 22.26% | 135.09%-112.8pp | 420.17%-397.9pp | 35.66%-13.4pp |
| Employer contribution / active EE | $1,800 | $3,717-51.6% | $4,933-63.5% | $2,757-34.7% |
| Participant deferral / active EE | $1,833 | $6,651-72.4% | $8,066-77.3% | $4,299-57.4% |
| Admin fee / account holder | $534 | $7,951-93.3% | $12,989-95.9% | $6,924-92.3% |