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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 | $6,286 | $105,200-94.0% | $159,474-96.1% | $85,847-92.7% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 24.38% | 45.08%-20.7pp | 263.68%-239.3pp | 318.61%-294.2pp |
| Employer contribution / active EE | $1,663 | $3,319-49.9% | $4,831-65.6% | $2,565-35.2% |
| Participant deferral / active EE | $2,002 | $5,946-66.3% | $7,353-72.8% | $3,952-49.3% |
| Admin fee / account holder | $358 | $6,934-94.8% | $10,802-96.7% | $6,261-94.3% |