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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 | $5,197 | $124,346-95.8% | $111,306-95.3% | $167,553-96.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.47% | 37.46%-14.0pp | 54.67%-31.2pp | 478.89%-455.4pp |
| Employer contribution / active EE | $1,972 | $3,438-42.6% | $2,732-27.8% | $4,840-59.3% |
| Participant deferral / active EE | $1,098 | $5,182-78.8% | $4,488-75.5% | $6,343-82.7% |
| Admin fee / account holder | $807 | $10,623-92.4% | $7,966-89.9% | $12,316-93.4% |