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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 | $14,999 | $198,457-92.4% | $170,435-91.2% | $147,586-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,196 | $6,183-48.3% | $5,432-41.2% | $4,876-34.5% |
| Participant deferral / active EE | $586 | $5,629-89.6% | $4,939-88.1% | $5,439-89.2% |
| Admin fee / account holder | $54,629 | $16,852+224.2% | $13,881+293.6% | $10,886+401.8% |