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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 | $15,464 | $78,668-80.3% | $109,152-85.8% | $85,854-82.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 103.27% | 25.09%+78.2pp | 25.75%+77.5pp | 318.56%-215.3pp |
| Employer contribution / active EE | $857 | $2,733-68.7% | $3,722-77.0% | $2,565-66.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $374 | $5,469-93.2% | $6,753-94.5% | $6,260-94.0% |