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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 | $4,041 | $234,190-98.3% | $180,320-97.8% | $198,609-98.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 15.28% | 1057.44%-1042.2pp | 778.54%-763.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $369 | $5,258-93.0% | $4,108-91.0% | $5,055-92.7% |
| Participant deferral / active EE | $217 | $4,988-95.7% | $4,304-95.0% | $6,977-96.9% |
| Admin fee / account holder | $2,158 | $12,558-82.8% | $10,000-78.4% | $19,030-88.7% |