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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 | $1,344 | $110,039-98.8% | $97,260-98.6% | $145,884-99.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.67% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $693 | $3,074-77.5% | $2,721-74.5% | $4,662-85.1% |
| Participant deferral / active EE | $314 | $4,674-93.3% | $4,262-92.6% | $6,690-95.3% |
| Admin fee / account holder | $2,256 | $6,204-63.6% | $5,640-60.0% | $13,392-83.2% |