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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 | $3,299 | $68,097-95.2% | $62,929-94.8% | $137,256-97.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 13.56% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $661 | $4,553-85.5% | $3,888-83.0% | $6,407-89.7% |
| Admin fee / account holder | $843 | $6,521-87.1% | $5,065-83.3% | $12,270-93.1% |