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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 | $8,355 | $115,810-92.8% | $101,271-91.7% | $158,966-94.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.20% | 56.15%-45.0pp | 46.48%-35.3pp | 302.95%-291.7pp |
| Employer contribution / active EE | $3,435 | $4,175-17.7% | $3,660-6.2% | $4,762-27.9% |
| Participant deferral / active EE | $518 | $4,958-89.6% | $4,371-88.1% | $5,983-91.3% |
| Admin fee / account holder | $708 | $7,248-90.2% | $5,948-88.1% | $11,250-93.7% |