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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 | $9,350 | $108,942-91.4% | $100,415-90.7% | $145,897-93.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 58.27%-44.0pp | 49.47%-35.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $970 | $4,422-78.1% | $3,943-75.4% | $4,663-79.2% |
| Participant deferral / active EE | $1,820 | $8,461-78.5% | $8,091-77.5% | $6,689-72.8% |
| Admin fee / account holder | $1,325 | $9,702-86.3% | $7,906-83.2% | $13,390-90.1% |