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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 | $4,228 | $157,304-97.3% | $141,197-97.0% | $152,909-97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 62.13% | 64.34%-2.2pp | 71.41%-9.3pp | 345.46%-283.3pp |
| Employer contribution / active EE | $1,607 | $5,263-69.5% | $4,736-66.1% | $4,764-66.3% |
| Participant deferral / active EE | $1,826 | $7,111-74.3% | $6,710-72.8% | $5,851-68.8% |
| Admin fee / account holder | $314 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |