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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 | $13,776 | $84,236-83.6% | $170,435-91.9% | $70,126-80.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 158.97% | 23.06%+135.9pp | 205.94%-47.0pp | 73.15%+85.8pp |
| Employer contribution / active EE | $498 | $3,387-85.3% | $5,432-90.8% | $2,343-78.7% |
| Participant deferral / active EE | $760 | $3,086-75.4% | $4,939-84.6% | $3,332-77.2% |
| Admin fee / account holder | $553 | $5,698-90.3% | $13,881-96.0% | $4,645-88.1% |