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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 | $2,687 | $102,429-97.4% | $147,096-98.2% | $80,925-96.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.38% | 135.02%-118.6pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,312 | $3,716-64.7% | $4,936-73.4% | $2,756-52.4% |
| Participant deferral / active EE | $1,069 | $6,649-83.9% | $8,071-86.8% | $4,299-75.1% |
| Admin fee / account holder | $312 | $7,957-96.1% | $13,005-97.6% | $6,940-95.5% |