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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 | $10,636 | $108,942-90.2% | $100,415-89.4% | $145,897-92.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 58.27%-45.6pp | 49.47%-36.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,433 | $4,422-67.6% | $3,943-63.7% | $4,663-69.3% |
| Participant deferral / active EE | $169 | $8,461-98.0% | $8,091-97.9% | $6,689-97.5% |
| Admin fee / account holder | $1,516 | $9,702-84.4% | $7,906-80.8% | $13,390-88.7% |