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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 | $7,521 | $157,829-95.2% | $136,867-94.5% | $198,609-96.2% |
| Participation rate | 88.2% | 77.2%+11.1pp | 74.5%+13.7pp | 82.4%+5.9pp |
| Annual return | 13.56% | 51.25%-37.7pp | 42.97%-29.4pp | 202.70%-189.1pp |
| Employer contribution / active EE | $849 | $3,923-78.4% | $3,547-76.1% | $5,055-83.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $605 | $11,107-94.6% | $10,340-94.1% | $19,030-96.8% |