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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 | $11,166 | $73,546-84.8% | $63,018-82.3% | $147,586-92.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.94% | 175.56%-159.6pp | 87.62%-71.7pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,725 | $3,324-18.0% | $2,761-1.3% | $4,876-44.1% |
| Participant deferral / active EE | $521 | $4,185-87.6% | $3,330-84.4% | $5,439-90.4% |
| Admin fee / account holder | $1,188 | $5,956-80.1% | $3,601-67.0% | $10,886-89.1% |