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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 | $6,622 | $53,841-87.7% | $75,731-91.3% | $85,851-92.3% |
| Participation rate | 94.1% | 69.0%+25.1pp | 74.8%+19.3pp | 69.3%+24.8pp |
| Annual return | 33.78% | 24.54%+9.2pp | 104.65%-70.9pp | 318.63%-284.9pp |
| Employer contribution / active EE | $5,753 | $2,017+185.2% | $2,743+109.7% | $2,565+124.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $607 | $3,340-81.8% | $3,620-83.2% | $6,261-90.3% |