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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 | $2,207 | $185,883-98.8% | $170,043-98.7% | $139,466-98.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.11% | 60.54%-44.4pp | 53.40%-37.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,445 | $7,596-81.0% | $6,790-78.7% | $4,754-69.6% |
| Participant deferral / active EE | $1,241 | $11,626-89.3% | $10,410-88.1% | $6,712-81.5% |
| Admin fee / account holder | $598 | $15,393-96.1% | $12,824-95.3% | $11,409-94.8% |