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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 | $7,976 | $53,841-85.2% | $75,731-89.5% | $85,851-90.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 37.21% | 24.54%+12.7pp | 104.65%-67.4pp | 318.63%-281.4pp |
| Employer contribution / active EE | $1,762 | $2,017-12.6% | $2,743-35.8% | $2,565-31.3% |
| Participant deferral / active EE | $771 | $2,895-73.4% | $3,820-79.8% | $3,952-80.5% |
| Admin fee / account holder | $1,787 | $3,340-46.5% | $3,620-50.6% | $6,261-71.5% |