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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 | $12,845 | $138,075-90.7% | $123,552-89.6% | $135,379-90.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.95% | 153.70%-145.7pp | 119.20%-111.3pp | 519.79%-511.8pp |
| Employer contribution / active EE | $1,642 | $5,152-68.1% | $4,628-64.5% | $4,779-65.6% |
| Participant deferral / active EE | $1,969 | $6,800-71.0% | $6,426-69.4% | $5,609-64.9% |
| Admin fee / account holder | $15,328 | $10,917+40.4% | $9,285+65.1% | $10,828+41.6% |