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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 | $3,180 | $102,595-96.9% | $94,057-96.6% | $154,746-97.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.26% | 583.42%-560.2pp | 480.62%-457.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,427 | $3,147-54.7% | $2,933-51.3% | $4,379-67.4% |
| Participant deferral / active EE | $51 | $5,118-99.0% | $4,709-98.9% | $6,730-99.2% |
| Admin fee / account holder | $532 | $7,736-93.1% | $7,244-92.7% | $14,365-96.3% |