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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 | $14,082 | $137,414-89.8% | $189,537-92.6% | $85,847-83.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.60% | 38.14%-20.5pp | 555.34%-537.7pp | 318.61%-301.0pp |
| Employer contribution / active EE | $1,816 | $4,344-58.2% | $6,161-70.5% | $2,565-29.2% |
| Participant deferral / active EE | $2,423 | $6,260-61.3% | $8,220-70.5% | $3,952-38.7% |
| Admin fee / account holder | $822 | $8,630-90.5% | $12,048-93.2% | $6,261-86.9% |