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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 | $6,451 | $160,040-96.0% | $147,096-95.6% | $145,877-95.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.97% | 98.49%-63.5pp | 419.75%-384.8pp | 551.28%-516.3pp |
| Employer contribution / active EE | $2,393 | $5,289-54.8% | $4,936-51.5% | $4,663-48.7% |
| Participant deferral / active EE | $1,801 | $8,429-78.6% | $8,071-77.7% | $6,691-73.1% |
| Admin fee / account holder | $1,291 | $15,050-91.4% | $13,005-90.1% | $13,402-90.4% |