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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 | $16,594 | $176,105-90.6% | $159,474-89.6% | $167,536-90.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.35% | 331.91%-320.6pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,832 | $5,299-65.4% | $4,831-62.1% | $4,839-62.1% |
| Participant deferral / active EE | $2,495 | $7,751-67.8% | $7,353-66.1% | $6,342-60.7% |
| Admin fee / account holder | $544 | $12,559-95.7% | $10,802-95.0% | $12,315-95.6% |