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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 | $7,386 | $107,363-93.1% | $92,909-92.1% | $152,897-95.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.17% | 145.63%-124.5pp | 109.44%-88.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $14,870 | $4,222+252.2% | $3,653+307.0% | $4,764+212.2% |
| Participant deferral / active EE | $163 | $4,848-96.6% | $4,238-96.1% | $5,851-97.2% |
| Admin fee / account holder | $6,295 | $7,082-11.1% | $5,795+8.6% | $11,599-45.7% |