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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 | $19,268 | $209,422-90.8% | $178,503-89.2% | $158,982-87.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.83% | 188.81%-179.0pp | 151.12%-141.3pp | 302.99%-293.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $827 | $5,955-86.1% | $5,202-84.1% | $5,983-86.2% |
| Admin fee / account holder | $3,904 | $17,079-77.1% | $13,987-72.1% | $11,252-65.3% |