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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 | $5,711 | $73,546-92.2% | $63,018-90.9% | $147,586-96.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.65% | 175.56%-163.9pp | 87.62%-76.0pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,865 | $3,324-43.9% | $2,761-32.4% | $4,876-61.7% |
| Participant deferral / active EE | $108 | $4,185-97.4% | $3,330-96.7% | $5,439-98.0% |
| Admin fee / account holder | $987 | $5,956-83.4% | $3,601-72.6% | $10,886-90.9% |