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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 | $6,749 | $112,112-94.0% | $95,956-93.0% | $158,950-95.8% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 13.21% | 171.15%-157.9pp | 91.63%-78.4pp | 302.91%-289.7pp |
| Employer contribution / active EE | $3,656 | $3,199+14.3% | $2,541+43.9% | $4,762-23.2% |
| Participant deferral / active EE | $1,448 | $4,784-69.7% | $4,167-65.2% | $5,983-75.8% |
| Admin fee / account holder | $928 | $10,134-90.8% | $6,797-86.3% | $11,248-91.7% |