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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 | $6,791 | $76,368-91.1% | $67,681-90.0% | $154,746-95.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.73% | 1066.77%-1046.0pp | 590.58%-569.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $511 | $3,151-83.8% | $2,678-80.9% | $4,379-88.3% |
| Participant deferral / active EE | $511 | $4,824-89.4% | $3,976-87.1% | $6,730-92.4% |
| Admin fee / account holder | $1,517 | $8,559-82.3% | $6,100-75.1% | $14,365-89.4% |