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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 | $8,838 | $157,304-94.4% | $141,197-93.7% | $152,909-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.59% | 64.34%-49.8pp | 71.41%-56.8pp | 345.46%-330.9pp |
| Employer contribution / active EE | $2,189 | $5,263-58.4% | $4,736-53.8% | $4,764-54.0% |
| Participant deferral / active EE | $2,302 | $7,111-67.6% | $6,710-65.7% | $5,851-60.7% |
| Admin fee / account holder | $2,846 | $12,126-76.5% | $10,265-72.3% | $11,601-75.5% |