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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 | $2,552 | $88,778-97.1% | $81,844-96.9% | $145,884-98.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.17% | 1033.03%-1022.9pp | 778.87%-768.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,617 | $3,087-47.6% | $2,916-44.6% | $4,662-65.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,622 | $8,430+2.3% | $7,355+17.2% | $13,392-35.6% |