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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 | $102,595-95.9% | $94,057-95.5% | $154,746-97.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.11% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $843 | $3,147-73.2% | $2,933-71.3% | $4,379-80.7% |
| Participant deferral / active EE | $1,055 | $5,118-79.4% | $4,709-77.6% | $6,730-84.3% |
| Admin fee / account holder | $572 | $7,736-92.6% | $7,244-92.1% | $14,365-96.0% |