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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 | $102,385-95.9% | $147,080-97.1% | $80,935-94.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 31.32% | 135.09%-103.8pp | 420.17%-388.9pp | 35.66%-4.3pp |
| Employer contribution / active EE | $1,250 | $3,717-66.4% | $4,933-74.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,428 | $6,651-63.5% | $8,066-69.9% | $4,299-43.5% |
| Admin fee / account holder | $431 | $7,951-94.6% | $12,989-96.7% | $6,924-93.8% |