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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 | $13,671 | $198,457-93.1% | $170,435-92.0% | $147,586-90.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.15% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,466 | $6,183-43.9% | $5,432-36.2% | $4,876-28.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,703 | $16,852-89.9% | $13,881-87.7% | $10,886-84.4% |