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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 | $16,252 | $150,447-89.2% | $136,298-88.1% | $147,586-89.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.06% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,113 | $5,256-78.8% | $4,696-76.3% | $4,876-77.2% |
| Participant deferral / active EE | $1,666 | $6,631-74.9% | $6,247-73.3% | $5,439-69.4% |
| Admin fee / account holder | $3,297 | $10,906-69.8% | $9,244-64.3% | $10,886-69.7% |