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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 | $18,644 | $117,859-84.2% | $102,438-81.8% | $145,959-87.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.87% | 31.72%-15.9pp | 29.37%-13.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $10,767 | $3,615+197.8% | $3,024+256.1% | $4,661+131.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $391 | $13,318-97.1% | $9,448-95.9% | $13,398-97.1% |