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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 | $7,400 | $60,139-87.7% | $90,461-91.8% | $79,856-90.7% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 12.37% | 71.96%-59.6pp | 1294.76%-1282.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $765 | $2,069-63.0% | $3,264-76.6% | $2,471-69.0% |
| Participant deferral / active EE | $757 | $2,939-74.2% | $3,964-80.9% | $3,741-79.8% |
| Admin fee / account holder | $1,394 | $3,978-65.0% | $5,617-75.2% | $5,306-73.7% |