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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 | $5,461 | $102,595-94.7% | $94,057-94.2% | $154,746-96.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.23% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $804 | $3,147-74.5% | $2,933-72.6% | $4,379-81.6% |
| Participant deferral / active EE | $822 | $5,118-83.9% | $4,709-82.5% | $6,730-87.8% |
| Admin fee / account holder | $976 | $7,736-87.4% | $7,244-86.5% | $14,365-93.2% |