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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 | $6,195 | $105,160-94.1% | $94,679-93.5% | $139,456-95.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 27.22% | 38.04%-10.8pp | 156.75%-129.5pp | 373.45%-346.2pp |
| Employer contribution / active EE | $1,908 | $4,107-53.5% | $3,673-48.1% | $4,753-59.9% |
| Participant deferral / active EE | $2,016 | $7,599-73.5% | $7,417-72.8% | $6,711-70.0% |
| Admin fee / account holder | $1,528 | $8,988-83.0% | $7,233-78.9% | $11,407-86.6% |