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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 | $17,861 | $56,197-68.2% | $67,652-73.6% | $59,633-70.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 48.90% | 18508.10%-18459.2pp | 6625.40%-6576.5pp | 2041.45%-1992.6pp |
| Employer contribution / active EE | $726 | $1,615-55.0% | $2,266-67.9% | $2,203-67.0% |
| Participant deferral / active EE | $689 | $2,844-75.8% | $3,560-80.6% | $3,192-78.4% |
| Admin fee / account holder | $5,248 | $3,958+32.6% | $4,821+8.9% | $4,297+22.1% |