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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 | $4,208 | $157,829-97.3% | $136,867-96.9% | $198,609-97.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.11% | 51.25%-32.1pp | 42.97%-23.9pp | 202.70%-183.6pp |
| Employer contribution / active EE | $843 | $3,923-78.5% | $3,547-76.2% | $5,055-83.3% |
| Participant deferral / active EE | $1,055 | $5,463-80.7% | $4,924-78.6% | $6,977-84.9% |
| Admin fee / account holder | $572 | $11,107-94.9% | $10,340-94.5% | $19,030-97.0% |