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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 | $6,955 | $89,370-92.2% | $141,197-95.1% | $72,976-90.5% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 25.91% | 111.88%-86.0pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $1,007 | $3,115-67.7% | $4,736-78.7% | $2,440-58.7% |
| Participant deferral / active EE | $1,695 | $5,419-68.7% | $6,710-74.7% | $3,608-53.0% |
| Admin fee / account holder | $384 | $5,957-93.6% | $10,265-96.3% | $5,124-92.5% |