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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 | $101,499-91.9% | $147,005-94.4% | $74,546-88.9% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 16.17% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $1,468 | $3,811-61.5% | $4,934-70.3% | $2,624-44.1% |
| Participant deferral / active EE | $1,912 | $7,304-73.8% | $8,070-76.3% | $4,347-56.0% |
| Admin fee / account holder | $794 | $1,748-54.6% | $13,006-93.9% | $1,944-59.2% |