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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 | $6,389 | $76,368-91.6% | $67,681-90.6% | $154,746-95.9% |
| Participation rate | 72.7% | 79.0%-6.2pp | 73.7%-1.0pp | 80.7%-8.0pp |
| Annual return | 21.34% | 1066.77%-1045.4pp | 590.58%-569.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $468 | $3,151-85.1% | $2,678-82.5% | $4,379-89.3% |
| Participant deferral / active EE | $893 | $4,824-81.5% | $3,976-77.5% | $6,730-86.7% |
| Admin fee / account holder | $2,054 | $8,559-76.0% | $6,100-66.3% | $14,365-85.7% |