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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 | $9,260 | $209,428-95.6% | $178,498-94.8% | $158,950-94.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.36% | 188.78%-182.4pp | 151.09%-144.7pp | 302.91%-296.5pp |
| Employer contribution / active EE | $1,635 | $5,707-71.4% | $5,011-67.4% | $4,762-65.7% |
| Participant deferral / active EE | $593 | $5,955-90.0% | $5,202-88.6% | $5,983-90.1% |
| Admin fee / account holder | $11,036 | $17,077-35.4% | $13,985-21.1% | $11,248-1.9% |