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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 | $14,044 | $160,040-91.2% | $147,096-90.5% | $145,877-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.37% | 98.49%-51.1pp | 419.75%-372.4pp | 551.28%-503.9pp |
| Employer contribution / active EE | $1,563 | $5,289-70.5% | $4,936-68.3% | $4,663-66.5% |
| Participant deferral / active EE | $2,133 | $8,429-74.7% | $8,071-73.6% | $6,691-68.1% |
| Admin fee / account holder | $407 | $15,050-97.3% | $13,005-96.9% | $13,402-97.0% |