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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 | $2,704 | $226,105-98.8% | $182,540-98.5% | $152,897-98.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.64% | 192.58%-182.9pp | 148.58%-138.9pp | 345.43%-335.8pp |
| Employer contribution / active EE | $550 | $4,978-89.0% | $4,076-86.5% | $4,764-88.5% |
| Participant deferral / active EE | $839 | $6,370-86.8% | $5,525-84.8% | $5,851-85.7% |
| Admin fee / account holder | $5,202 | $10,706-51.4% | $8,593-39.5% | $11,599-55.2% |