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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 | $12,220 | $152,619-92.0% | $125,195-90.2% | $152,909-92.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.27% | 54.85%-42.6pp | 43.79%-31.5pp | 345.46%-333.2pp |
| Employer contribution / active EE | $4,856 | $4,947-1.8% | $3,866+25.6% | $4,764+1.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,360 | $13,437-89.9% | $9,704-86.0% | $11,601-88.3% |