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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 | $1,408 | $72,396-98.1% | $67,511-97.9% | $145,959-99.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 18.87% | 7194.07%-7175.2pp | 3517.41%-3498.5pp | 561.95%-543.1pp |
| Employer contribution / active EE | $1,602 | $3,071-47.8% | $2,733-41.4% | $4,661-65.6% |
| Participant deferral / active EE | $275 | $4,781-94.2% | $4,000-93.1% | $6,689-95.9% |
| Admin fee / account holder | $15,135 | $5,538+173.3% | $3,999+278.5% | $13,398+13.0% |