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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 | $2,073 | $217,432-99.0% | $185,851-98.9% | $167,553-98.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.84% | 148.43%-137.6pp | 122.11%-111.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $4,163 | $5,874-29.1% | $5,168-19.5% | $4,840-14.0% |
| Participant deferral / active EE | $2,141 | $6,357-66.3% | $5,569-61.6% | $6,343-66.3% |
| Admin fee / account holder | $1,657 | $19,820-91.6% | $16,245-89.8% | $12,316-86.5% |