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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 | $13,967 | $96,123-85.5% | $77,361-81.9% | $198,609-93.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 36.81% | 2054.81%-2018.0pp | 1011.54%-974.7pp | 202.70%-165.9pp |
| Employer contribution / active EE | $1,289 | $3,791-66.0% | $2,990-56.9% | $5,055-74.5% |
| Participant deferral / active EE | $1,297 | $4,975-73.9% | $3,911-66.8% | $6,977-81.4% |
| Admin fee / account holder | $1,595 | $9,471-83.2% | $5,894-72.9% | $19,030-91.6% |