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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 | $6,200 | $58,726-89.4% | $142,898-95.7% | $85,847-92.8% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 19.87% | 27.73%-7.9pp | 5639.64%-5619.8pp | 318.61%-298.7pp |
| Employer contribution / active EE | $920 | $1,424-35.4% | $4,146-77.8% | $2,565-64.1% |
| Participant deferral / active EE | $8 | $2,609-99.7% | $3,838-99.8% | $3,952-99.8% |
| Admin fee / account holder | $573 | $4,234-86.5% | $6,560-91.3% | $6,261-90.8% |