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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 | $2,459 | $125,778-98.0% | $114,563-97.9% | $154,746-98.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.91% | 295.14%-279.2pp | 241.09%-225.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $441 | $2,806-84.3% | $2,592-83.0% | $4,379-89.9% |
| Participant deferral / active EE | $697 | $4,445-84.3% | $4,142-83.2% | $6,730-89.6% |
| Admin fee / account holder | $446 | $8,190-94.6% | $7,623-94.1% | $14,365-96.9% |