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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 | $8,301 | $100,938-91.8% | $90,461-90.8% | $158,982-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.23% | 1727.20%-1718.0pp | 1294.76%-1285.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,531 | $3,691-58.5% | $3,264-53.1% | $4,763-67.9% |
| Participant deferral / active EE | $576 | $4,350-86.8% | $3,964-85.5% | $5,983-90.4% |
| Admin fee / account holder | $2,700 | $6,510-58.5% | $5,617-51.9% | $11,252-76.0% |