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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 | $162,529-97.5% | $130,788-96.9% | $154,746-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.28% | 510.48%-495.2pp | 386.44%-371.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $369 | $4,447-91.7% | $3,558-89.6% | $4,379-91.6% |
| Participant deferral / active EE | $217 | $4,808-95.5% | $4,137-94.8% | $6,730-96.8% |
| Admin fee / account holder | $2,158 | $7,669-71.9% | $6,673-67.7% | $14,365-85.0% |