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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 | $6,234 | $115,810-94.6% | $101,271-93.8% | $158,966-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.56% | 56.15%-42.6pp | 46.48%-32.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,124 | $4,175-73.1% | $3,660-69.3% | $4,762-76.4% |
| Participant deferral / active EE | $1,033 | $4,958-79.2% | $4,371-76.4% | $5,983-82.7% |
| Admin fee / account holder | $624 | $7,248-91.4% | $5,948-89.5% | $11,250-94.5% |