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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 | $6,560 | $167,533-96.1% | $151,645-95.7% | $134,545-95.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.17% | 7.81%-15.0pp | 3.34%-10.5pp | 418.37%-425.5pp |
| Employer contribution / active EE | $1,690 | $6,828-75.3% | $6,165-72.6% | $4,742-64.4% |
| Participant deferral / active EE | $761 | $8,985-91.5% | $8,363-90.9% | $6,401-88.1% |
| Admin fee / account holder | $2,048 | $13,781-85.1% | $11,614-82.4% | $11,431-82.1% |