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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 | $6,606 | $31,679-79.1% | $74,723-91.2% | $65,186-89.9% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.5%+45.5pp | 70.2%+29.8pp |
| Annual return | 19.98% | 39.04%-19.1pp | 753.18%-733.2pp | 29.39%-9.4pp |
| Employer contribution / active EE | $1,099 | $566+94.1% | $1,084+1.3% | $2,177-49.5% |
| Participant deferral / active EE | $418 | $1,191-64.9% | $1,962-78.7% | $3,514-88.1% |
| Admin fee / account holder | $431 | $379+13.7% | $3,335-87.1% | $847-49.2% |