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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 | $4,166 | $85,171-95.1% | $172,752-97.6% | $72,975-94.3% |
| Participation rate | 98.7% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 20.19% | 27.32%-7.1pp | 802.97%-782.8pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $530 | $3,260-83.7% | $5,198-89.8% | $3,608-85.3% |
| Admin fee / account holder | $447 | $5,880-92.4% | $13,955-96.8% | $5,124-91.3% |