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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 | $12,344 | $99,079-87.5% | $78,002-84.2% | $273,972-95.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.94% | 217.93%-209.0pp | 425.99%-417.0pp | 41.46%-32.5pp |
| Employer contribution / active EE | $430 | $3,308-87.0% | $2,470-82.6% | $4,869-91.2% |
| Participant deferral / active EE | $1,033 | $4,306-76.0% | $3,497-70.5% | $5,287-80.5% |
| Admin fee / account holder | $1,470 | $8,954-83.6% | $5,481-73.2% | $10,133-85.5% |