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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 | $11,159 | $140,578-92.1% | $100,671-88.9% | $125,389-91.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 73.13% | 24.67%+48.5pp | 20.43%+52.7pp | 282.24%-209.1pp |
| Employer contribution / active EE | $5,833 | $5,965-2.2% | $4,012+45.4% | $4,866+19.9% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,842 | $6,716-57.7% | $4,850-41.4% | $9,541-70.2% |