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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 | $4,943 | $48,570-89.8% | $130,660-96.2% | $72,976-93.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.22% | 38.63%-19.4pp | 1709.29%-1690.1pp | 81.02%-61.8pp |
| Employer contribution / active EE | $649 | $1,334-51.4% | $4,092-84.2% | $2,440-73.4% |
| Participant deferral / active EE | $138 | $2,384-94.2% | $3,603-96.2% | $3,608-96.2% |
| Admin fee / account holder | $9,615 | $3,549+170.9% | $5,463+76.0% | $5,124+87.6% |