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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 | $5,930 | $102,422-94.2% | $147,117-96.0% | $80,959-92.7% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 16.67% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,179 | $3,717-68.3% | $4,932-76.1% | $2,757-57.2% |
| Participant deferral / active EE | $1,995 | $6,652-70.0% | $8,065-75.3% | $4,300-53.6% |
| Admin fee / account holder | $1,221 | $7,953-84.6% | $12,993-90.6% | $6,925-82.4% |