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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 | $4,813 | $102,385-95.3% | $147,080-96.7% | $80,935-94.1% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 16.78% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,480 | $3,717-60.2% | $4,933-70.0% | $2,757-46.3% |
| Participant deferral / active EE | $1,900 | $6,651-71.4% | $8,066-76.5% | $4,299-55.8% |
| Admin fee / account holder | $801 | $7,951-89.9% | $12,989-93.8% | $6,924-88.4% |