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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 | $2,266 | $102,663-97.8% | $86,216-97.4% | $139,466-98.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.19% | 1924.52%-1895.3pp | 1169.42%-1140.2pp | 373.66%-344.5pp |
| Employer contribution / active EE | $1,072 | $3,035-64.7% | $2,382-55.0% | $4,754-77.5% |
| Participant deferral / active EE | $508 | $4,677-89.1% | $3,986-87.2% | $6,712-92.4% |
| Admin fee / account holder | $509 | $8,663-94.1% | $6,853-92.6% | $11,409-95.5% |