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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 | $13,140 | $138,072-90.5% | $123,549-89.4% | $135,382-90.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.17% | 153.69%-149.5pp | 119.20%-115.0pp | 519.77%-515.6pp |
| Employer contribution / active EE | $8,000 | $5,152+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $150 | $6,799-97.8% | $6,426-97.7% | $5,609-97.3% |
| Admin fee / account holder | $9,011 | $10,917-17.5% | $9,284-2.9% | $10,829-16.8% |