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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 | $12,117 | $56,197-78.4% | $67,652-82.1% | $59,633-79.7% |
| Participation rate | 96.2% | 71.5%+24.7pp | 75.7%+20.5pp | 68.7%+27.5pp |
| Annual return | 2.28% | 18508.10%-18505.8pp | 6625.40%-6623.1pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $1,008 | $1,615-37.5% | $2,266-55.5% | $2,203-54.2% |
| Participant deferral / active EE | $452 | $2,844-84.1% | $3,560-87.3% | $3,192-85.8% |
| Admin fee / account holder | $648 | $3,958-83.6% | $4,821-86.6% | $4,297-84.9% |