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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 | $15,477 | $160,070-90.3% | $147,117-89.5% | $145,897-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,371 | $5,285-74.1% | $4,932-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $2,099 | $8,419-75.1% | $8,065-74.0% | $6,689-68.6% |
| Admin fee / account holder | $1,524 | $15,035-89.9% | $12,993-88.3% | $13,390-88.6% |