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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 | $13,826 | $176,077-92.1% | $159,455-91.3% | $167,518-91.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.40% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $2,295 | $5,298-56.7% | $4,830-52.5% | $4,838-52.6% |
| Participant deferral / active EE | $2,295 | $7,751-70.4% | $7,353-68.8% | $6,342-63.8% |
| Admin fee / account holder | $1,050 | $12,556-91.6% | $10,800-90.3% | $12,312-91.5% |