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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 | $5,138 | $160,028-96.8% | $147,080-96.5% | $145,884-96.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,610 | $5,286-69.5% | $4,933-67.4% | $4,662-65.5% |
| Participant deferral / active EE | $2,025 | $8,422-76.0% | $8,066-74.9% | $6,690-69.7% |
| Admin fee / account holder | $464 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |