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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 | $3,119 | $58,311-94.7% | $81,882-96.2% | $80,959-96.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.37% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $897 | $2,347-61.8% | $2,916-69.2% | $2,757-67.5% |
| Participant deferral / active EE | $570 | $3,287-82.7% | $4,323-86.8% | $4,300-86.7% |
| Admin fee / account holder | $715 | $4,752-85.0% | $7,360-90.3% | $6,925-89.7% |