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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 | $11,311 | $160,028-92.9% | $147,080-92.3% | $145,884-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,203 | $5,286-58.3% | $4,933-55.3% | $4,662-52.7% |
| Participant deferral / active EE | $810 | $8,422-90.4% | $8,066-90.0% | $6,690-87.9% |
| Admin fee / account holder | $1,259 | $15,030-91.6% | $12,989-90.3% | $13,392-90.6% |