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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 | $8,029 | $106,008-92.4% | $92,240-91.3% | $147,586-94.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.77% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,846 | $4,333-57.4% | $3,680-49.8% | $4,876-62.1% |
| Participant deferral / active EE | $500 | $4,478-88.8% | $3,897-87.2% | $5,439-90.8% |
| Admin fee / account holder | $968 | $6,333-84.7% | $5,194-81.4% | $10,886-91.1% |