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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 | $18,369 | $177,353-89.6% | $158,226-88.4% | $198,609-90.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 8.49% | 599.50%-591.0pp | 501.41%-492.9pp | 202.70%-194.2pp |
| Employer contribution / active EE | $1,190 | $3,239-63.2% | $2,986-60.1% | $5,055-76.5% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,925 | $10,960-82.4% | $10,217-81.2% | $19,030-89.9% |