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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 | $9,295 | $180,459-94.8% | $154,108-94.0% | $135,380-93.1% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -1.96% | 888.21%-890.2pp | 735.21%-737.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $1,700 | $6,035-71.8% | $5,298-67.9% | $4,779-64.4% |
| Participant deferral / active EE | $710 | $5,806-87.8% | $5,081-86.0% | $5,609-87.3% |
| Admin fee / account holder | $1,581 | $16,145-90.2% | $13,411-88.2% | $10,828-85.4% |