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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 | $6,453 | $102,382-93.7% | $147,005-95.6% | $80,874-92.0% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 13.41% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,586 | $3,715-57.3% | $4,934-67.9% | $2,756-42.5% |
| Participant deferral / active EE | $1,755 | $6,646-73.6% | $8,070-78.2% | $4,297-59.2% |
| Admin fee / account holder | $524 | $7,942-93.4% | $13,006-96.0% | $6,935-92.4% |