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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 | $5,558 | $106,918-94.8% | $84,021-93.4% | $152,897-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.48% | 105.01%-79.5pp | 71.32%-45.8pp | 345.43%-320.0pp |
| Employer contribution / active EE | $671 | $2,735-75.5% | $1,984-66.2% | $4,764-85.9% |
| Participant deferral / active EE | $663 | $4,012-83.5% | $3,239-79.5% | $5,851-88.7% |
| Admin fee / account holder | $7,161 | $8,288-13.6% | $6,102+17.4% | $11,599-38.3% |