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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 | $4,462 | $150,412-97.0% | $120,574-96.3% | $145,884-96.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.53% | 154.50%-139.0pp | 107.42%-91.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,156 | $4,355-73.5% | $3,471-66.7% | $4,662-75.2% |
| Participant deferral / active EE | $1,191 | $6,175-80.7% | $4,996-76.2% | $6,690-82.2% |
| Admin fee / account holder | $2,504 | $12,224-79.5% | $9,445-73.5% | $13,392-81.3% |