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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 | $36,934 | $137,414-73.1% | $189,537-80.5% | $85,847-57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.26% | 38.14%-22.9pp | 555.34%-540.1pp | 318.61%-303.4pp |
| Employer contribution / active EE | $2,384 | $4,344-45.1% | $6,161-61.3% | $2,565-7.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,429 | $8,630-25.5% | $12,048-46.6% | $6,261+2.7% |