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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 | $24,172 | $152,612-84.2% | $125,192-80.7% | $152,897-84.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.17% | 54.85%-34.7pp | 43.79%-23.6pp | 345.43%-325.3pp |
| Employer contribution / active EE | $2,442 | $4,947-50.6% | $3,866-36.8% | $4,764-48.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,129 | $13,437-91.6% | $9,704-88.4% | $11,599-90.3% |