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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 | $15,489 | $129,737-88.1% | $119,126-87.0% | $154,746-90.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.99% | 379.08%-368.1pp | 282.11%-271.1pp | 172.34%-161.4pp |
| Employer contribution / active EE | $5,157 | $4,375+17.9% | $4,034+27.9% | $4,379+17.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,202 | $11,961-89.9% | $10,693-88.8% | $14,365-91.6% |