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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 | $27,753 | $144,124-80.7% | $117,857-76.5% | $147,585-81.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.77% | 531.17%-521.4pp | 335.09%-325.3pp | 578.57%-568.8pp |
| Employer contribution / active EE | $4,118 | $4,897-15.9% | $3,786+8.8% | $4,876-15.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,623 | $10,886-75.9% | $8,020-67.3% | $10,885-75.9% |