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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 | $2,773 | $68,097-95.9% | $62,929-95.6% | $137,256-98.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.40% | 1859.11%-1846.7pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $696 | $2,811-75.2% | $2,505-72.2% | $4,156-83.3% |
| Participant deferral / active EE | $357 | $4,553-92.2% | $3,888-90.8% | $6,407-94.4% |
| Admin fee / account holder | $6,805 | $6,521+4.3% | $5,065+34.4% | $12,270-44.5% |