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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 | $9,880 | $105,200-90.6% | $159,474-93.8% | $85,847-88.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 115.44% | 45.08%+70.4pp | 263.68%-148.2pp | 318.61%-203.2pp |
| Employer contribution / active EE | $1,215 | $3,319-63.4% | $4,831-74.9% | $2,565-52.6% |
| Participant deferral / active EE | $391 | $5,946-93.4% | $7,353-94.7% | $3,952-90.1% |
| Admin fee / account holder | $34,821 | $6,934+402.1% | $10,802+222.3% | $6,261+456.2% |