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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 | $8,360 | $154,193-94.6% | $130,045-93.6% | $139,466-94.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.30% | 32.51%-19.2pp | -137.30%+150.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $1,093 | $5,292-79.3% | $4,321-74.7% | $4,754-77.0% |
| Participant deferral / active EE | $138 | $6,709-98.0% | $5,820-97.6% | $6,712-98.0% |
| Admin fee / account holder | $372 | $13,989-97.3% | $10,600-96.5% | $11,409-96.7% |