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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 | $7,731 | $84,708-90.9% | $75,714-89.8% | $167,536-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.65% | 199.62%-186.0pp | 104.62%-91.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,678 | $3,231-48.1% | $2,744-38.8% | $4,839-65.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $749 | $5,358-86.0% | $3,619-79.3% | $12,315-93.9% |