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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 | $10,786 | $198,457-94.6% | $170,435-93.7% | $147,586-92.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.36% | 257.30%-225.9pp | 205.94%-174.6pp | 578.59%-547.2pp |
| Employer contribution / active EE | $6,208 | $6,183+0.4% | $5,432+14.3% | $4,876+27.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $907 | $16,852-94.6% | $13,881-93.5% | $10,886-91.7% |