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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 | $12,746 | $157,296-91.9% | $141,191-91.0% | $152,897-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.88% | 64.34%-48.5pp | 71.41%-55.5pp | 345.43%-329.5pp |
| Employer contribution / active EE | $4,342 | $5,262-17.5% | $4,736-8.3% | $4,764-8.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,600 | $12,125-62.1% | $10,264-55.2% | $11,599-60.3% |