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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 | $12,197 | $112,131-89.1% | $95,964-87.3% | $158,982-92.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.41% | 171.19%-148.8pp | 91.64%-69.2pp | 302.99%-280.6pp |
| Employer contribution / active EE | $3,238 | $3,199+1.2% | $2,541+27.4% | $4,763-32.0% |
| Participant deferral / active EE | $1,143 | $4,784-76.1% | $4,167-72.6% | $5,983-80.9% |
| Admin fee / account holder | $559 | $10,136-94.5% | $6,797-91.8% | $11,252-95.0% |