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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 | $14,951 | $102,429-85.4% | $147,096-89.8% | $80,925-81.5% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 37.26% | 135.02%-97.8pp | 419.75%-382.5pp | 35.65%+1.6pp |
| Employer contribution / active EE | $6,900 | $3,716+85.7% | $4,936+39.8% | $2,756+150.3% |
| Participant deferral / active EE | $2,443 | $6,649-63.2% | $8,071-69.7% | $4,299-43.2% |
| Admin fee / account holder | $1,359 | $7,957-82.9% | $13,005-89.6% | $6,940-80.4% |