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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 | $9,207 | $168,635-94.5% | $147,617-93.8% | $125,389-92.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.57% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,037 | $6,252-67.4% | $5,564-63.4% | $4,866-58.1% |
| Participant deferral / active EE | $570 | $5,507-89.7% | $4,895-88.4% | $5,352-89.4% |
| Admin fee / account holder | $1,237 | $13,580-90.9% | $11,612-89.3% | $9,541-87.0% |