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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 | $1,162 | $98,760-98.8% | $149,715-99.2% | $79,858-98.5% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $645 | $3,217-80.0% | $4,645-86.1% | $2,471-73.9% |
| Participant deferral / active EE | $881 | $5,681-84.5% | $6,842-87.1% | $3,740-76.4% |
| Admin fee / account holder | $347 | $6,053-94.3% | $9,310-96.3% | $5,306-93.5% |