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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 | $6,205 | $159,934-96.1% | $147,005-95.8% | $145,959-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,751 | $5,287-48.0% | $4,934-44.2% | $4,661-41.0% |
| Participant deferral / active EE | $2,486 | $8,427-70.5% | $8,070-69.2% | $6,689-62.8% |
| Admin fee / account holder | $4,874 | $15,053-67.6% | $13,006-62.5% | $13,398-63.6% |