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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 | $5,632 | $102,422-94.5% | $147,117-96.2% | $80,959-93.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,511 | $3,717-59.4% | $4,932-69.4% | $2,757-45.2% |
| Participant deferral / active EE | $1,848 | $6,652-72.2% | $8,065-77.1% | $4,300-57.0% |
| Admin fee / account holder | $942 | $7,953-88.2% | $12,993-92.7% | $6,925-86.4% |