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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 | $5,006 | $58,391-91.4% | $76,667-93.5% | $72,976-93.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 16.96% | 2306.65%-2289.7pp | 1166.74%-1149.8pp | 81.02%-64.1pp |
| Employer contribution / active EE | $1,020 | $1,787-42.9% | $2,303-55.7% | $2,440-58.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $716 | $4,014-82.2% | $6,423-88.9% | $5,124-86.0% |