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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 | $4,774 | $102,978-95.4% | $90,287-94.7% | $152,870-96.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.37% | 95.17%-79.8pp | 78.10%-62.7pp | 345.34%-330.0pp |
| Employer contribution / active EE | $1,876 | $3,139-40.2% | $2,855-34.3% | $4,763-60.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $399 | $6,171-93.5% | $5,351-92.5% | $11,597-96.6% |