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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 | $1,481 | $58,275-97.5% | $81,844-98.2% | $80,935-98.2% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 85.03% | 41.82%+43.2pp | 778.87%-693.8pp | 35.66%+49.4pp |
| Employer contribution / active EE | $397 | $2,346-83.1% | $2,916-86.4% | $2,757-85.6% |
| Participant deferral / active EE | $608 | $3,285-81.5% | $4,323-85.9% | $4,299-85.9% |
| Admin fee / account holder | $1,160 | $4,749-75.6% | $7,355-84.2% | $6,924-83.2% |