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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 | $2,101 | $88,815-97.6% | $81,882-97.4% | $145,897-98.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.42% | 1033.75%-1017.3pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,006 | $3,086-67.4% | $2,916-65.5% | $4,663-78.4% |
| Participant deferral / active EE | $413 | $4,647-91.1% | $4,323-90.5% | $6,689-93.8% |
| Admin fee / account holder | $489 | $8,434-94.2% | $7,360-93.4% | $13,390-96.3% |