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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 | $8,373 | $102,422-91.8% | $147,117-94.3% | $80,959-89.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 14.38% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $994 | $3,717-73.3% | $4,932-79.9% | $2,757-64.0% |
| Participant deferral / active EE | $2,198 | $6,652-67.0% | $8,065-72.8% | $4,300-48.9% |
| Admin fee / account holder | $2,012 | $7,953-74.7% | $12,993-84.5% | $6,925-70.9% |