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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 | $7,612 | $166,268-95.4% | $165,100-95.4% | $145,897-94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.53% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,576 | $5,284-70.2% | $4,348-63.7% | $4,663-66.2% |
| Participant deferral / active EE | $1,722 | $6,964-75.3% | $6,035-71.5% | $6,689-74.3% |
| Admin fee / account holder | $1,981 | $16,659-88.1% | $12,696-84.4% | $13,390-85.2% |