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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 | $7,319 | $106,247-93.1% | $96,515-92.4% | $139,466-94.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 13.69% | 38.47%-24.8pp | 35.73%-22.0pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,812 | $4,106-31.5% | $3,740-24.8% | $4,754-40.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $977 | $7,885-87.6% | $6,735-85.5% | $11,409-91.4% |