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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 | $2,998 | $90,614-96.7% | $76,089-96.1% | $145,877-97.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.38% | 623.80%-613.4pp | 360.94%-350.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $741 | $3,324-77.7% | $2,690-72.5% | $4,663-84.1% |
| Participant deferral / active EE | $749 | $5,168-85.5% | $4,259-82.4% | $6,691-88.8% |
| Admin fee / account holder | $6,780 | $8,376-19.1% | $6,418+5.6% | $13,402-49.4% |