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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 | $12,656 | $166,089-92.4% | $164,928-92.3% | $145,978-91.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.08% | 100.26%-91.2pp | 70.08%-61.0pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,248 | $5,276-76.4% | $4,343-71.3% | $4,662-73.2% |
| Participant deferral / active EE | $1,333 | $6,961-80.8% | $6,034-77.9% | $6,690-80.1% |
| Admin fee / account holder | $88,945 | $16,641+434.5% | $12,684+601.2% | $13,400+563.8% |