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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 | $1,776 | $105,160-98.3% | $94,679-98.1% | $139,456-98.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.75% | 38.04%-15.3pp | 156.75%-134.0pp | 373.45%-350.7pp |
| Employer contribution / active EE | $1,410 | $4,107-65.7% | $3,673-61.6% | $4,753-70.3% |
| Participant deferral / active EE | $1,445 | $7,599-81.0% | $7,417-80.5% | $6,711-78.5% |
| Admin fee / account holder | $1,180 | $8,988-86.9% | $7,233-83.7% | $11,407-89.7% |