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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 | $14,430 | $56,200-74.3% | $67,653-78.7% | $59,633-75.8% |
| Participation rate | 96.2% | 71.5%+24.7pp | 75.7%+20.5pp | 68.7%+27.5pp |
| Annual return | 13.37% | 18506.71%-18493.3pp | 6625.22%-6611.8pp | 2041.40%-2028.0pp |
| Employer contribution / active EE | $500 | $1,615-69.0% | $2,266-77.9% | $2,203-77.3% |
| Participant deferral / active EE | $1,135 | $2,843-60.1% | $3,560-68.1% | $3,192-64.4% |
| Admin fee / account holder | $2,940 | $3,959-25.7% | $4,821-39.0% | $4,297-31.6% |