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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 | $10,620 | $160,070-93.4% | $147,117-92.8% | $145,897-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,452 | $5,285-72.5% | $4,932-70.6% | $4,663-68.8% |
| Participant deferral / active EE | $835 | $8,419-90.1% | $8,065-89.6% | $6,689-87.5% |
| Admin fee / account holder | $2,354 | $15,035-84.3% | $12,993-81.9% | $13,390-82.4% |