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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 | $8,922 | $84,684-89.5% | $73,835-87.9% | $125,388-92.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.32% | 3123.93%-3122.6pp | 2268.13%-2266.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,174 | $3,123-30.4% | $2,788-22.0% | $4,866-55.3% |
| Participant deferral / active EE | $91 | $3,993-97.7% | $3,583-97.5% | $5,352-98.3% |
| Admin fee / account holder | $1,018 | $5,691-82.1% | $4,880-79.1% | $9,541-89.3% |