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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 | $5,778 | $168,636-96.6% | $147,618-96.1% | $125,388-95.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.88% | 77.65%-75.8pp | 61.98%-60.1pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,663 | $6,252-73.4% | $5,565-70.1% | $4,866-65.8% |
| Participant deferral / active EE | $720 | $5,507-86.9% | $4,895-85.3% | $5,352-86.5% |
| Admin fee / account holder | $14,833 | $13,580+9.2% | $11,612+27.7% | $9,541+55.5% |