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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 | $3,502 | $90,617-96.1% | $79,476-95.6% | $135,382-97.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.04% | 977.57%-976.5pp | 718.21%-717.2pp | 519.77%-518.7pp |
| Employer contribution / active EE | $70 | $3,068-97.7% | $2,800-97.5% | $4,779-98.5% |
| Participant deferral / active EE | $464 | $4,050-88.5% | $3,704-87.5% | $5,609-91.7% |
| Admin fee / account holder | $7,414 | $5,907+25.5% | $5,113+45.0% | $10,829-31.5% |