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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 | $3,211 | $175,257-98.2% | $149,717-97.9% | $139,456-97.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.65% | 166.70%-136.1pp | 134.41%-103.8pp | 373.45%-342.8pp |
| Employer contribution / active EE | $1,192 | $5,477-78.2% | $4,820-75.3% | $4,753-74.9% |
| Participant deferral / active EE | $1,304 | $6,521-80.0% | $5,682-77.1% | $6,711-80.6% |
| Admin fee / account holder | $427 | $16,156-97.4% | $13,213-96.8% | $11,407-96.3% |