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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 | $12,236 | $160,070-92.4% | $147,117-91.7% | $145,897-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,588 | $5,285-70.0% | $4,932-67.8% | $4,663-65.9% |
| Participant deferral / active EE | $1,682 | $8,419-80.0% | $8,065-79.1% | $6,689-74.9% |
| Admin fee / account holder | $1,066 | $15,035-92.9% | $12,993-91.8% | $13,390-92.0% |