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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 | $8,249 | $101,672-91.9% | $147,117-94.4% | $74,478-88.9% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 16.17% | 8757.83%-8741.7pp | 420.54%-404.4pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $1,468 | $3,813-61.5% | $4,932-70.2% | $2,626-44.1% |
| Participant deferral / active EE | $1,912 | $7,305-73.8% | $8,065-76.3% | $4,350-56.0% |
| Admin fee / account holder | $794 | $1,753-54.7% | $12,993-93.9% | $1,946-59.2% |