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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 | $9,297 | $112,112-91.7% | $95,956-90.3% | $158,950-94.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.35% | 171.15%-163.8pp | 91.63%-84.3pp | 302.91%-295.6pp |
| Employer contribution / active EE | $911 | $3,199-71.5% | $2,541-64.1% | $4,762-80.9% |
| Participant deferral / active EE | $1,112 | $4,784-76.8% | $4,167-73.3% | $5,983-81.4% |
| Admin fee / account holder | $440 | $10,134-95.7% | $6,797-93.5% | $11,248-96.1% |