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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 | $6,586 | $68,412-90.4% | $94,679-93.0% | $75,181-91.2% |
| Participation rate | 94.1% | 76.1%+18.0pp | 80.8%+13.3pp | 67.2%+26.9pp |
| Annual return | 32.61% | 616.91%-584.3pp | 156.75%-124.1pp | 160.69%-128.1pp |
| Employer contribution / active EE | $1,965 | $2,701-27.2% | $3,673-46.5% | $2,671-26.4% |
| Participant deferral / active EE | $2,593 | $6,537-60.3% | $7,417-65.0% | $4,126-37.1% |
| Admin fee / account holder | $502 | $5,326-90.6% | $7,233-93.1% | $5,650-91.1% |