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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 | $9,442 | $227,399-95.8% | $189,758-95.0% | $198,609-95.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.33% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,964 | $5,526-64.5% | $4,767-58.8% | $5,055-61.1% |
| Participant deferral / active EE | $3,233 | $6,837-52.7% | $5,856-44.8% | $6,977-53.7% |
| Admin fee / account holder | $1,004 | $25,162-96.0% | $20,388-95.1% | $19,030-94.7% |