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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 | $11,212 | $160,070-93.0% | $147,117-92.4% | $145,897-92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,446 | $5,285-72.6% | $4,932-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $2,003 | $8,419-76.2% | $8,065-75.2% | $6,689-70.1% |
| Admin fee / account holder | $615 | $15,035-95.9% | $12,993-95.3% | $13,390-95.4% |