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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 | $2,950 | $72,403-95.9% | $67,524-95.6% | $145,978-98.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.51% | 7197.23%-7182.7pp | 3519.41%-3504.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $410 | $3,072-86.7% | $2,734-85.0% | $4,662-91.2% |
| Participant deferral / active EE | $426 | $4,782-91.1% | $4,001-89.3% | $6,690-93.6% |
| Admin fee / account holder | $1,444 | $5,541-73.9% | $4,001-63.9% | $13,400-89.2% |