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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 | $6,663 | $100,938-93.4% | $90,461-92.6% | $158,982-95.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 19.40% | 1727.20%-1707.8pp | 1294.76%-1275.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,070 | $3,691-71.0% | $3,264-67.2% | $4,763-77.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $324 | $6,510-95.0% | $5,617-94.2% | $11,252-97.1% |