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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 | $3,703 | $68,097-94.6% | $62,929-94.1% | $137,256-97.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.82% | 1859.11%-1843.3pp | 1063.93%-1048.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,746 | $2,811-2.3% | $2,505+9.7% | $4,156-33.9% |
| Participant deferral / active EE | $384 | $4,553-91.6% | $3,888-90.1% | $6,407-94.0% |
| Admin fee / account holder | $1,427 | $6,521-78.1% | $5,065-71.8% | $12,270-88.4% |