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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 | $10,421 | $75,832-86.3% | $147,617-92.9% | $59,633-82.5% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | 1.93% | 0.37%+1.6pp | 61.98%-60.1pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,518 | $3,485-56.4% | $5,564-72.7% | $2,203-31.1% |
| Participant deferral / active EE | $423 | $3,131-86.5% | $4,895-91.4% | $3,192-86.8% |
| Admin fee / account holder | $1,194 | $5,986-80.1% | $11,612-89.7% | $4,297-72.2% |