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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 | $10,942 | $104,907-89.6% | $84,610-87.1% | $152,870-92.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.31% | 373.79%-359.5pp | 258.74%-244.4pp | 345.34%-331.0pp |
| Employer contribution / active EE | $3,125 | $3,301-5.3% | $2,652+17.8% | $4,763-34.4% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $518 | $6,241-91.7% | $4,912-89.5% | $11,597-95.5% |