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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 | $8,133 | $165,399-95.1% | $149,745-94.6% | $158,982-94.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.57% | 348.34%-320.8pp | 276.72%-249.2pp | 302.99%-275.4pp |
| Employer contribution / active EE | $1,623 | $5,105-68.2% | $4,646-65.1% | $4,763-65.9% |
| Participant deferral / active EE | $927 | $7,183-87.1% | $6,843-86.4% | $5,983-84.5% |
| Admin fee / account holder | $428 | $10,811-96.0% | $9,312-95.4% | $11,252-96.2% |