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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 | $7,213 | $102,422-93.0% | $147,117-95.1% | $80,959-91.1% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 13.12% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,225 | $3,717-67.1% | $4,932-75.2% | $2,757-55.6% |
| Participant deferral / active EE | $1,880 | $6,652-71.7% | $8,065-76.7% | $4,300-56.3% |
| Admin fee / account holder | $345 | $7,953-95.7% | $12,993-97.3% | $6,925-95.0% |