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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 | $2,424 | $75,959-96.8% | $154,114-98.4% | $64,181-96.2% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -0.55% | 30.32%-30.9pp | 735.16%-735.7pp | 7.63%-8.2pp |
| Employer contribution / active EE | $401 | $3,350-88.0% | $5,298-92.4% | $2,381-83.2% |
| Participant deferral / active EE | $526 | $3,175-83.4% | $5,081-89.6% | $3,470-84.8% |
| Admin fee / account holder | $338 | $5,589-94.0% | $13,411-97.5% | $4,887-93.1% |