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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 | $8,183 | $107,353-92.4% | $92,903-91.2% | $152,885-94.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.92% | 145.62%-131.7pp | 109.43%-95.5pp | 345.39%-331.5pp |
| Employer contribution / active EE | $5,224 | $4,222+23.7% | $3,653+43.0% | $4,763+9.7% |
| Participant deferral / active EE | $513 | $4,848-89.4% | $4,238-87.9% | $5,851-91.2% |
| Admin fee / account holder | $2,987 | $7,081-57.8% | $5,795-48.4% | $11,598-74.2% |