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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 | $2,060 | $102,429-98.0% | $147,096-98.6% | $80,925-97.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 19.19% | 135.02%-115.8pp | 419.75%-400.6pp | 35.65%-16.5pp |
| Employer contribution / active EE | $899 | $3,716-75.8% | $4,936-81.8% | $2,756-67.4% |
| Participant deferral / active EE | $1,069 | $6,649-83.9% | $8,071-86.8% | $4,299-75.1% |
| Admin fee / account holder | $581 | $7,957-92.7% | $13,005-95.5% | $6,940-91.6% |