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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 | $6,106 | $45,152-86.5% | $73,836-91.7% | $59,633-89.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 10.63% | 27.40%-16.8pp | 2268.06%-2257.4pp | 2041.45%-2030.8pp |
| Employer contribution / active EE | $273 | $1,901-85.7% | $2,787-90.2% | $2,203-87.6% |
| Participant deferral / active EE | $674 | $2,573-73.8% | $3,583-81.2% | $3,192-78.9% |
| Admin fee / account holder | $424 | $3,515-87.9% | $4,882-91.3% | $4,297-90.1% |