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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 | $3,677 | $129,737-97.2% | $119,126-96.9% | $154,746-97.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.36% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,073 | $4,375-52.6% | $4,034-48.6% | $4,379-52.7% |
| Participant deferral / active EE | $1,290 | $5,842-77.9% | $5,318-75.7% | $6,730-80.8% |
| Admin fee / account holder | $3,670 | $11,961-69.3% | $10,693-65.7% | $14,365-74.4% |