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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 | $12,561 | $160,028-92.2% | $147,080-91.5% | $145,884-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.60%-85.9pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,448 | $5,286-72.6% | $4,933-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $2,080 | $8,422-75.3% | $8,066-74.2% | $6,690-68.9% |
| Admin fee / account holder | $1,083 | $15,030-92.8% | $12,989-91.7% | $13,392-91.9% |