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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 | $3,442 | $196,972-98.3% | $182,262-98.1% | $198,609-98.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 81.54% | 158.27%-76.7pp | 140.60%-59.1pp | 202.70%-121.2pp |
| Employer contribution / active EE | $1,790 | $5,364-66.6% | $5,046-64.5% | $5,055-64.6% |
| Participant deferral / active EE | $2,020 | $8,643-76.6% | $8,276-75.6% | $6,977-71.1% |
| Admin fee / account holder | $317 | $18,429-98.3% | $16,712-98.1% | $19,030-98.3% |