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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 | $3,586 | $70,121-94.9% | $63,803-94.4% | $138,895-97.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 23.45% | 946.48%-923.0pp | 543.72%-520.3pp | 145.39%-121.9pp |
| Employer contribution / active EE | $857 | $2,882-70.3% | $2,532-66.2% | $4,194-79.6% |
| Participant deferral / active EE | $723 | $4,535-84.1% | $3,843-81.2% | $6,396-88.7% |
| Admin fee / account holder | $335 | $6,738-95.0% | $5,196-93.6% | $12,562-97.3% |