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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 | $8,319 | $108,897-92.4% | $100,378-91.7% | $145,877-94.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 58.17%-45.1pp | 49.41%-36.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $919 | $4,420-79.2% | $3,942-76.7% | $4,663-80.3% |
| Participant deferral / active EE | $1,838 | $8,455-78.3% | $8,087-77.3% | $6,691-72.5% |
| Admin fee / account holder | $858 | $9,690-91.1% | $7,899-89.1% | $13,402-93.6% |