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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 | $4,038 | $51,184-92.1% | $66,439-93.9% | $86,983-95.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 14.78% | 17.07%-2.3pp | 757.66%-742.9pp | 25.83%-11.0pp |
| Employer contribution / active EE | $491 | $2,023-75.7% | $2,637-81.4% | $2,584-81.0% |
| Participant deferral / active EE | $717 | $2,927-75.5% | $3,876-81.5% | $4,194-82.9% |
| Admin fee / account holder | $412 | $4,154-90.1% | $6,173-93.3% | $7,856-94.8% |