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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 | $10,432 | $93,373-88.8% | $152,466-93.2% | $85,856-87.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 13.44% | 21.84%-8.4pp | 757.33%-743.9pp | 318.58%-305.1pp |
| Employer contribution / active EE | $1,038 | $2,996-65.3% | $4,327-76.0% | $2,565-59.5% |
| Participant deferral / active EE | $1,386 | $4,550-69.5% | $5,820-76.2% | $3,952-64.9% |
| Admin fee / account holder | $2,101 | $13,853-84.8% | $15,805-86.7% | $6,261-66.4% |