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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 | $9,627 | $115,810-91.7% | $101,271-90.5% | $158,966-93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.61% | 56.15%-39.5pp | 46.48%-29.9pp | 302.95%-286.3pp |
| Employer contribution / active EE | $16,482 | $4,175+294.7% | $3,660+350.3% | $4,762+246.1% |
| Participant deferral / active EE | $240 | $4,958-95.2% | $4,371-94.5% | $5,983-96.0% |
| Admin fee / account holder | $5,068 | $7,248-30.1% | $5,948-14.8% | $11,250-54.9% |