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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 | $14,171 | $138,076-89.7% | $123,553-88.5% | $135,380-89.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.41% | 153.70%-146.3pp | 119.21%-111.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $2,399 | $5,152-53.4% | $4,628-48.2% | $4,779-49.8% |
| Participant deferral / active EE | $1,432 | $6,800-78.9% | $6,426-77.7% | $5,609-74.5% |
| Admin fee / account holder | $26,429 | $10,917+142.1% | $9,284+184.7% | $10,828+144.1% |