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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 | $7,237 | $144,130-95.0% | $117,861-93.9% | $147,586-95.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.26% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,214 | $4,897-75.2% | $3,786-67.9% | $4,876-75.1% |
| Participant deferral / active EE | $1,214 | $5,316-77.2% | $4,482-72.9% | $5,439-77.7% |
| Admin fee / account holder | $1,873 | $10,887-82.8% | $8,021-76.6% | $10,886-82.8% |