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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 | $8,936 | $108,942-91.8% | $100,415-91.1% | $145,897-93.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.89% | 58.27%-41.4pp | 49.47%-32.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,888 | $4,422-34.7% | $3,943-26.8% | $4,663-38.1% |
| Participant deferral / active EE | $1,701 | $8,461-79.9% | $8,091-79.0% | $6,689-74.6% |
| Admin fee / account holder | $756 | $9,702-92.2% | $7,906-90.4% | $13,390-94.4% |