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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 | $2,661 | $91,537-97.1% | $130,045-98.0% | $75,173-96.5% |
| Participation rate | 79.3% | 71.5%+7.9pp | 78.5%+0.8pp | 67.2%+12.1pp |
| Annual return | 15.68% | -631.55%+647.2pp | -137.30%+153.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $891 | $2,845-68.7% | $4,321-79.4% | $2,671-66.7% |
| Participant deferral / active EE | $989 | $4,343-77.2% | $5,820-83.0% | $4,126-76.0% |
| Admin fee / account holder | $648 | $6,780-90.4% | $10,600-93.9% | $5,651-88.5% |