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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 | $9,407 | $56,197-83.3% | $67,652-86.1% | $59,633-84.2% |
| Participation rate | 97.6% | 71.5%+26.1pp | 75.7%+22.0pp | 68.7%+28.9pp |
| Annual return | 0.94% | 18508.10%-18507.2pp | 6625.40%-6624.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $530 | $1,615-67.2% | $2,266-76.6% | $2,203-75.9% |
| Participant deferral / active EE | $532 | $2,844-81.3% | $3,560-85.1% | $3,192-83.3% |
| Admin fee / account holder | $873 | $3,958-77.9% | $4,821-81.9% | $4,297-79.7% |