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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 | $4,412 | $63,346-93.0% | $92,240-95.2% | $70,126-93.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.52% | 530.19%-514.7pp | 176.29%-160.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,494 | $2,471-39.6% | $3,680-59.4% | $2,343-36.2% |
| Participant deferral / active EE | $520 | $2,854-81.8% | $3,897-86.7% | $3,332-84.4% |
| Admin fee / account holder | $404 | $3,841-89.5% | $5,194-92.2% | $4,645-91.3% |