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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 | $11,585 | $112,933-89.7% | $90,970-87.3% | $158,982-92.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.84% | 215.82%-209.0pp | 134.60%-127.8pp | 302.99%-296.1pp |
| Employer contribution / active EE | $10,016 | $2,893+246.2% | $2,122+372.0% | $4,763+110.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $980 | $8,047-87.8% | $5,961-83.6% | $11,252-91.3% |