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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 | $8,028 | $88,203-90.9% | $165,100-95.1% | $74,478-89.2% |
| Participation rate | 80.2% | 73.1%+7.1pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 14.36% | 17.13%-2.8pp | 70.21%-55.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,091 | $2,601-58.0% | $4,348-74.9% | $2,626-58.5% |
| Participant deferral / active EE | $1,949 | $4,505-56.7% | $6,035-67.7% | $4,350-55.2% |
| Admin fee / account holder | $910 | $2,235-59.3% | $12,696-92.8% | $1,946-53.2% |