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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 | $6,581 | $102,385-93.6% | $147,080-95.5% | $80,935-91.9% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 12.64% | 135.09%-122.5pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,416 | $3,717-61.9% | $4,933-71.3% | $2,757-48.6% |
| Participant deferral / active EE | $1,839 | $6,651-72.4% | $8,066-77.2% | $4,299-57.2% |
| Admin fee / account holder | $921 | $7,951-88.4% | $12,989-92.9% | $6,924-86.7% |