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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 | $6,827 | $80,812-91.6% | $160,784-95.8% | $82,448-91.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.57% | 100.59%-85.0pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $608 | $2,174-72.0% | $3,733-83.7% | $2,551-76.2% |
| Participant deferral / active EE | $1,100 | $4,335-74.6% | $6,293-82.5% | $4,139-73.4% |
| Admin fee / account holder | $1,435 | $7,695-81.4% | $9,717-85.2% | $7,234-80.2% |