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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 | $14,962 | $102,385-85.4% | $147,080-89.8% | $80,935-81.5% |
| Participation rate | 80.3% | 75.9%+4.5pp | 82.2%-1.9pp | 67.7%+12.7pp |
| Annual return | 47.51% | 135.09%-87.6pp | 420.17%-372.7pp | 35.66%+11.9pp |
| Employer contribution / active EE | $1,067 | $3,717-71.3% | $4,933-78.4% | $2,757-61.3% |
| Participant deferral / active EE | $1,577 | $6,651-76.3% | $8,066-80.5% | $4,299-63.3% |
| Admin fee / account holder | $689 | $7,951-91.3% | $12,989-94.7% | $6,924-90.0% |