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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 | $8,591 | $102,429-91.6% | $147,096-94.2% | $80,925-89.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 18.19% | 135.02%-116.8pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $3,023 | $3,716-18.6% | $4,936-38.8% | $2,756+9.7% |
| Participant deferral / active EE | $2,011 | $6,649-69.8% | $8,071-75.1% | $4,299-53.2% |
| Admin fee / account holder | $435 | $7,957-94.5% | $13,005-96.7% | $6,940-93.7% |