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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 | $102,382-92.8% | $147,005-95.0% | $80,874-90.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.68% | 134.89%-117.2pp | 418.76%-401.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,405 | $3,715-62.2% | $4,934-71.5% | $2,756-49.0% |
| Participant deferral / active EE | $2,586 | $6,646-61.1% | $8,070-68.0% | $4,297-39.8% |
| Admin fee / account holder | $379 | $7,942-95.2% | $13,006-97.1% | $6,935-94.5% |