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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 | $8,686 | $99,009-91.2% | $86,581-90.0% | $147,585-94.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 12.94% | 1312.70%-1299.8pp | 965.06%-952.1pp | 578.58%-565.6pp |
| Employer contribution / active EE | $1,109 | $3,132-64.6% | $2,840-61.0% | $4,876-77.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,239 | $5,709-8.2% | $4,904+6.8% | $10,886-51.9% |