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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 | $10,097 | $98,240-89.7% | $82,312-87.7% | $147,586-93.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.39% | 30.85%-8.5pp | 25.88%-3.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,192 | $3,192-62.7% | $2,428-50.9% | $4,876-75.6% |
| Participant deferral / active EE | $823 | $4,383-81.2% | $3,706-77.8% | $5,439-84.9% |
| Admin fee / account holder | $5,401 | $8,563-36.9% | $5,608-3.7% | $10,886-50.4% |