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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 | $4,035 | $123,000-96.7% | $105,582-96.2% | $198,609-98.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 275.44% | 18.31%+257.1pp | 18.61%+256.8pp | 202.70%+72.7pp |
| Employer contribution / active EE | $2,248 | $3,582-37.2% | $2,984-24.7% | $5,055-55.5% |
| Participant deferral / active EE | $1,692 | $5,013-66.2% | $4,353-61.1% | $6,977-75.7% |
| Admin fee / account holder | $1,741 | $16,254-89.3% | $12,856-86.5% | $19,030-90.9% |