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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 | $7,402 | $227,399-96.7% | $189,758-96.1% | $198,609-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.47% | 61.03%-46.6pp | 52.62%-38.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,815 | $5,526-67.2% | $4,767-61.9% | $5,055-64.1% |
| Participant deferral / active EE | $2,218 | $6,837-67.6% | $5,856-62.1% | $6,977-68.2% |
| Admin fee / account holder | $2,832 | $25,162-88.7% | $20,388-86.1% | $19,030-85.1% |