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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 | $15,095 | $115,810-87.0% | $101,271-85.1% | $158,966-90.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.38% | 56.15%-45.8pp | 46.48%-36.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $17,377 | $4,175+316.2% | $3,660+374.8% | $4,762+264.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,002 | $7,248-17.2% | $5,948+0.9% | $11,250-46.7% |