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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 | $3,133 | $99,668-96.9% | $86,451-96.4% | $134,545-97.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | 0.76% | 6789.61%-6788.8pp | 4398.51%-4397.7pp | 418.37%-417.6pp |
| Employer contribution / active EE | $769 | $4,403-82.5% | $3,770-79.6% | $4,742-83.8% |
| Participant deferral / active EE | $1,222 | $7,249-83.1% | $6,953-82.4% | $6,401-80.9% |
| Admin fee / account holder | $475 | $8,377-94.3% | $6,734-92.9% | $11,431-95.8% |