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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 | $6,220 | $109,863-94.3% | $98,477-93.7% | $167,518-96.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.07% | 1958.09%-1938.0pp | 1493.59%-1473.5pp | 478.71%-458.6pp |
| Employer contribution / active EE | $603 | $3,225-81.3% | $2,961-79.6% | $4,838-87.5% |
| Participant deferral / active EE | $803 | $4,673-82.8% | $4,276-81.2% | $6,342-87.3% |
| Admin fee / account holder | $4,001 | $6,755-40.8% | $5,951-32.8% | $12,312-67.5% |