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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 | $5,743 | $93,617-93.9% | $135,982-95.8% | $75,177-92.4% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,211 | $3,538-37.5% | $4,859-54.5% | $2,671-17.2% |
| Participant deferral / active EE | $1,749 | $6,406-72.7% | $7,760-77.5% | $4,126-57.6% |
| Admin fee / account holder | $323 | $6,980-95.4% | $10,767-97.0% | $5,651-94.3% |