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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 | $6,577 | $102,429-93.6% | $147,096-95.5% | $80,925-91.9% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 19.60% | 135.02%-115.4pp | 419.75%-400.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,604 | $6,649-60.8% | $8,071-67.7% | $4,299-39.4% |
| Admin fee / account holder | $391 | $7,957-95.1% | $13,005-97.0% | $6,940-94.4% |