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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 | $6,216 | $160,040-96.1% | $147,096-95.8% | $145,877-95.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.70% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,752 | $5,289-66.9% | $4,936-64.5% | $4,663-62.4% |
| Participant deferral / active EE | $2,089 | $8,429-75.2% | $8,071-74.1% | $6,691-68.8% |
| Admin fee / account holder | $1,287 | $15,050-91.5% | $13,005-90.1% | $13,402-90.4% |