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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 | $8,152 | $108,882-92.5% | $96,754-91.6% | $154,746-94.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 70.3%+22.0pp | 80.7%+11.6pp |
| Annual return | 26.77% | 98.39%-71.6pp | 82.04%-55.3pp | 172.34%-145.6pp |
| Employer contribution / active EE | $8,514 | $3,018+182.1% | $2,679+217.8% | $4,379+94.4% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,461 | $10,200-66.1% | $8,905-61.1% | $14,365-75.9% |