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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 | $9,413 | $112,131-91.6% | $95,964-90.2% | $158,982-94.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.48% | 171.19%-151.7pp | 91.64%-72.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $855 | $3,199-73.3% | $2,541-66.4% | $4,763-82.1% |
| Participant deferral / active EE | $965 | $4,784-79.8% | $4,167-76.9% | $5,983-83.9% |
| Admin fee / account holder | $934 | $10,136-90.8% | $6,797-86.3% | $11,252-91.7% |