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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 | $7,402 | $102,385-92.8% | $147,080-95.0% | $80,935-90.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.68% | 135.09%-117.4pp | 420.17%-402.5pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,405 | $3,717-62.2% | $4,933-71.5% | $2,757-49.1% |
| Participant deferral / active EE | $2,586 | $6,651-61.1% | $8,066-67.9% | $4,299-39.8% |
| Admin fee / account holder | $379 | $7,951-95.2% | $12,989-97.1% | $6,924-94.5% |