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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 | $12,817 | $98,776-87.0% | $149,745-91.4% | $79,856-83.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 95.55% | 27.38%+68.2pp | 276.72%-181.2pp | 31.71%+63.8pp |
| Employer contribution / active EE | $1,693 | $3,217-47.4% | $4,646-63.6% | $2,471-31.5% |
| Participant deferral / active EE | $2,189 | $5,681-61.5% | $6,843-68.0% | $3,741-41.5% |
| Admin fee / account holder | $647 | $6,053-89.3% | $9,312-93.0% | $5,306-87.8% |