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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 | $21,695 | $232,540-90.7% | $185,117-88.3% | $147,586-85.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.18% | 43.03%-31.8pp | 40.50%-29.3pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,728 | $5,195-66.7% | $4,182-58.7% | $4,876-64.6% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,536 | $10,275-85.0% | $8,159-81.2% | $10,886-85.9% |