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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 | $4,240 | $102,422-95.9% | $147,117-97.1% | $80,959-94.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 31.32% | 135.16%-103.8pp | 420.54%-389.2pp | 35.67%-4.4pp |
| Employer contribution / active EE | $1,250 | $3,717-66.4% | $4,932-74.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,428 | $6,652-63.5% | $8,065-69.9% | $4,300-43.5% |
| Admin fee / account holder | $431 | $7,953-94.6% | $12,993-96.7% | $6,925-93.8% |