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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 | $7,975 | $148,582-94.6% | $135,942-94.1% | $139,456-94.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 65.16% | 79.26%-14.1pp | 68.28%-3.1pp | 373.45%-308.3pp |
| Employer contribution / active EE | $2,672 | $5,245-49.1% | $4,858-45.0% | $4,753-43.8% |
| Participant deferral / active EE | $873 | $8,101-89.2% | $7,759-88.7% | $6,711-87.0% |
| Admin fee / account holder | $2,014 | $12,402-83.8% | $10,764-81.3% | $11,407-82.3% |