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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 | $11,305 | $108,942-89.6% | $100,415-88.7% | $145,897-92.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.16% | 58.27%-46.1pp | 49.47%-37.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,371 | $4,422-69.0% | $3,943-65.2% | $4,663-70.6% |
| Participant deferral / active EE | $1,737 | $8,461-79.5% | $8,091-78.5% | $6,689-74.0% |
| Admin fee / account holder | $1,008 | $9,702-89.6% | $7,906-87.3% | $13,390-92.5% |