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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 | $9,245 | $63,346-85.4% | $92,240-90.0% | $70,126-86.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.01% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $4,970 | $2,471+101.1% | $3,680+35.1% | $2,343+112.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,393 | $3,841-63.7% | $5,194-73.2% | $4,645-70.0% |