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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 | $6,830 | $99,875-93.2% | $146,866-95.3% | $86,983-92.1% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | 50.79% | 28.10%+22.7pp | 102.85%-52.1pp | 25.83%+25.0pp |
| Employer contribution / active EE | $1,584 | $3,224-50.9% | $4,425-64.2% | $2,584-38.7% |
| Participant deferral / active EE | $2,031 | $6,322-67.9% | $7,759-73.8% | $4,194-51.6% |
| Admin fee / account holder | $857 | $7,838-89.1% | $13,620-93.7% | $7,856-89.1% |