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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 | $7,225 | $185,225-96.1% | $142,898-94.9% | $167,536-95.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 8.02% | 8558.12%-8550.1pp | 5639.64%-5631.6pp | 478.82%-470.8pp |
| Employer contribution / active EE | $3,223 | $5,607-42.5% | $4,146-22.2% | $4,839-33.4% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,984 | $8,032-75.3% | $6,560-69.8% | $12,315-83.9% |