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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 | $199,325 | $326,582-39.0% | $319,634-37.6% | $254,173-21.6% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 3.88% | 204.13%-200.3pp | 175.18%-171.3pp | 259.17%-255.3pp |
| Employer contribution / active EE | $123,320 | $43,384+184.2% | $38,590+219.6% | $41,471+197.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $1,309 | $3,517-62.8% | $3,298-60.3% | $21,502-93.9% |