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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 | $4,067 | $82,630-95.1% | $64,105-93.7% | $125,389-96.8% |
| Participation rate | 93.3% | 75.9%+17.5pp | 68.2%+25.2pp | 83.2%+10.1pp |
| Annual return | 2.86% | 1489.72%-1486.9pp | 791.24%-788.4pp | 282.24%-279.4pp |
| Employer contribution / active EE | $320 | $2,671-88.0% | $1,820-82.4% | $4,866-93.4% |
| Participant deferral / active EE | $316 | $3,608-91.2% | $2,822-88.8% | $5,352-94.1% |
| Admin fee / account holder | $18,760 | $6,382+194.0% | $4,499+317.0% | $9,541+96.6% |