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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 | $14,558 | $165,399-91.2% | $149,745-90.3% | $158,982-90.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.15% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,081 | $5,105-59.2% | $4,646-55.2% | $4,763-56.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,670 | $10,811-84.6% | $9,312-82.1% | $11,252-85.2% |