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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 | $3,028 | $165,381-98.2% | $149,730-98.0% | $158,966-98.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 134.57% | 348.29%-213.7pp | 276.70%-142.1pp | 302.95%-168.4pp |
| Employer contribution / active EE | $1,870 | $5,104-63.4% | $4,645-59.7% | $4,762-60.7% |
| Participant deferral / active EE | $1,870 | $7,182-74.0% | $6,843-72.7% | $5,983-68.7% |
| Admin fee / account holder | $589 | $10,809-94.6% | $9,310-93.7% | $11,250-94.8% |