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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 | $7,648 | $102,422-92.5% | $147,117-94.8% | $80,959-90.6% |
| Participation rate | 83.7% | 75.9%+7.8pp | 82.2%+1.5pp | 67.7%+16.1pp |
| Annual return | 13.63% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,000 | $3,717-73.1% | $4,932-79.7% | $2,757-63.7% |
| Participant deferral / active EE | $1,961 | $6,652-70.5% | $8,065-75.7% | $4,300-54.4% |
| Admin fee / account holder | $418 | $7,953-94.7% | $12,993-96.8% | $6,925-94.0% |