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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 | $6,636 | $100,060-93.4% | $149,721-95.6% | $70,126-90.5% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 23.08% | 27.46%-4.4pp | 1501.67%-1478.6pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,332 | $3,661-63.6% | $5,444-75.5% | $2,343-43.1% |
| Participant deferral / active EE | $1,718 | $4,982-65.5% | $6,568-73.8% | $3,332-48.4% |
| Admin fee / account holder | $451 | $8,285-94.6% | $11,282-96.0% | $4,645-90.3% |