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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 | $7,174 | $118,708-94.0% | $98,920-92.7% | $158,982-95.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.71% | 372.49%-359.8pp | 196.47%-183.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $556 | $3,334-83.3% | $2,689-79.3% | $4,763-88.3% |
| Participant deferral / active EE | $469 | $5,089-90.8% | $4,245-89.0% | $5,983-92.2% |
| Admin fee / account holder | $565 | $10,134-94.4% | $6,643-91.5% | $11,252-95.0% |