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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 | $9,780 | $166,242-94.1% | $165,071-94.1% | $145,884-93.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.40% | 100.44%-89.0pp | 70.17%-58.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,375 | $5,283-74.0% | $4,347-68.4% | $4,662-70.5% |
| Participant deferral / active EE | $1,891 | $6,964-72.8% | $6,035-68.7% | $6,690-71.7% |
| Admin fee / account holder | $806 | $16,658-95.2% | $12,695-93.6% | $13,392-94.0% |