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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 | $4,886 | $211,239-97.7% | $178,528-97.3% | $145,877-96.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.47% | 30.22%-17.8pp | 27.11%-14.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $941 | $4,570-79.4% | $3,950-76.2% | $4,663-79.8% |
| Participant deferral / active EE | $941 | $6,963-86.5% | $6,278-85.0% | $6,691-85.9% |
| Admin fee / account holder | $4,646 | $12,095-61.6% | $10,419-55.4% | $13,402-65.3% |