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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 | $7,324 | $160,070-95.4% | $147,117-95.0% | $145,897-95.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.30% | 98.69%-78.4pp | 420.54%-400.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,735 | $5,285-48.3% | $4,932-44.6% | $4,663-41.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $427 | $15,035-97.2% | $12,993-96.7% | $13,390-96.8% |