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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 | $3,742 | $160,070-97.7% | $147,117-97.5% | $145,897-97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.12% | 98.69%-68.6pp | 420.54%-390.4pp | 552.29%-522.2pp |
| Employer contribution / active EE | $1,401 | $5,285-73.5% | $4,932-71.6% | $4,663-70.0% |
| Participant deferral / active EE | $1,567 | $8,419-81.4% | $8,065-80.6% | $6,689-76.6% |
| Admin fee / account holder | $482 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |