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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 | $16,101 | $150,447-89.3% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 13.02% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,539 | $5,256-51.7% | $4,696-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $614 | $6,631-90.7% | $6,247-90.2% | $5,439-88.7% |
| Admin fee / account holder | $891 | $10,906-91.8% | $9,244-90.4% | $10,886-91.8% |