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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 | $3,515 | $157,829-97.8% | $136,867-97.4% | $198,609-98.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.19% | 51.25%-32.1pp | 42.97%-23.8pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,327 | $3,923-66.2% | $3,547-62.6% | $5,055-73.8% |
| Participant deferral / active EE | $1,411 | $5,463-74.2% | $4,924-71.3% | $6,977-79.8% |
| Admin fee / account holder | $531 | $11,107-95.2% | $10,340-94.9% | $19,030-97.2% |