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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 | $2,491 | $88,754-97.2% | $81,820-97.0% | $145,877-98.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.15% | 1031.77%-1016.6pp | 777.93%-762.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,600 | $3,085+16.7% | $2,915+23.5% | $4,663-22.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,500 | $8,424-70.3% | $7,391-66.2% | $13,402-81.3% |