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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 | $12,101 | $99,079-87.8% | $78,002-84.5% | $273,972-95.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.41% | 217.93%-215.5pp | 425.99%-423.6pp | 41.46%-39.0pp |
| Employer contribution / active EE | $521 | $3,308-84.3% | $2,470-78.9% | $4,869-89.3% |
| Participant deferral / active EE | $844 | $4,306-80.4% | $3,497-75.9% | $5,287-84.0% |
| Admin fee / account holder | $398 | $8,954-95.6% | $5,481-92.7% | $10,133-96.1% |