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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 | $3,039 | $109,905-97.2% | $98,506-96.9% | $167,553-98.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.88% | 1960.20%-1949.3pp | 1494.92%-1484.0pp | 478.89%-468.0pp |
| Employer contribution / active EE | $591 | $3,226-81.7% | $2,961-80.0% | $4,840-87.8% |
| Participant deferral / active EE | $871 | $4,674-81.4% | $4,277-79.6% | $6,343-86.3% |
| Admin fee / account holder | $427 | $6,760-93.7% | $5,955-92.8% | $12,316-96.5% |