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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 | $6,549 | $111,535-94.1% | $105,223-93.8% | $137,256-95.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.88% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,307 | $3,939-66.8% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $1,307 | $5,500-76.2% | $5,072-74.2% | $6,407-79.6% |
| Admin fee / account holder | $337 | $9,721-96.5% | $8,859-96.2% | $12,270-97.3% |