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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 | $15,465 | $176,077-91.2% | $159,455-90.3% | $167,518-90.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.99% | 331.83%-321.8pp | 263.63%-253.6pp | 478.71%-468.7pp |
| Employer contribution / active EE | $1,989 | $5,298-62.5% | $4,830-58.8% | $4,838-58.9% |
| Participant deferral / active EE | $2,545 | $7,751-67.2% | $7,353-65.4% | $6,342-59.9% |
| Admin fee / account holder | $5,022 | $12,556-60.0% | $10,800-53.5% | $12,312-59.2% |