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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 | $6,875 | $73,518-90.6% | $63,003-89.1% | $147,585-95.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.03% | 175.46%-161.4pp | 87.59%-73.6pp | 578.57%-564.5pp |
| Employer contribution / active EE | $475 | $3,322-85.7% | $2,760-82.8% | $4,876-90.3% |
| Participant deferral / active EE | $618 | $4,183-85.2% | $3,329-81.4% | $5,439-88.6% |
| Admin fee / account holder | $444 | $5,952-92.5% | $3,600-87.7% | $10,885-95.9% |