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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 | $18,019 | $167,522-89.2% | $151,639-88.1% | $134,532-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.59% | 7.81%-16.4pp | 3.34%-11.9pp | 418.27%-426.9pp |
| Employer contribution / active EE | $9,893 | $6,828+44.9% | $6,165+60.5% | $4,741+108.7% |
| Participant deferral / active EE | $150 | $8,986-98.3% | $8,363-98.2% | $6,401-97.7% |
| Admin fee / account holder | $57,996 | $13,780+320.9% | $11,613+399.4% | $11,429+407.5% |