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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 | $9,805 | $106,247-90.8% | $96,515-89.8% | $139,466-93.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.20% | 38.47%-26.3pp | 35.73%-23.5pp | 373.66%-361.5pp |
| Employer contribution / active EE | $8,323 | $4,106+102.7% | $3,740+122.6% | $4,754+75.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,814 | $7,885-26.3% | $6,735-13.7% | $11,409-49.0% |