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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 | $76,368-96.4% | $67,681-95.9% | $154,746-98.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.40% | 1066.77%-1054.4pp | 590.58%-578.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $696 | $3,151-77.9% | $2,678-74.0% | $4,379-84.1% |
| Participant deferral / active EE | $357 | $4,824-92.6% | $3,976-91.0% | $6,730-94.7% |
| Admin fee / account holder | $6,805 | $8,559-20.5% | $6,100+11.6% | $14,365-52.6% |