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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 | $7,875 | $157,304-95.0% | $141,197-94.4% | $152,909-94.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.08% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,815 | $5,263-65.5% | $4,736-61.7% | $4,764-61.9% |
| Participant deferral / active EE | $1,158 | $7,111-83.7% | $6,710-82.7% | $5,851-80.2% |
| Admin fee / account holder | $3,030 | $12,126-75.0% | $10,265-70.5% | $11,601-73.9% |