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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 | $11,556 | $73,546-84.3% | $63,018-81.7% | $147,586-92.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.90% | 175.56%-154.7pp | 87.62%-66.7pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,179 | $3,324-64.5% | $2,761-57.3% | $4,876-75.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $862 | $5,956-85.5% | $3,601-76.1% | $10,886-92.1% |