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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 | $28,745 | $209,874-86.3% | $189,537-84.8% | $167,536-82.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.56% | 748.61%-739.1pp | 555.34%-545.8pp | 478.82%-469.3pp |
| Employer contribution / active EE | $4,313 | $6,913-37.6% | $6,161-30.0% | $4,839-10.9% |
| Participant deferral / active EE | $2,347 | $8,934-73.7% | $8,220-71.4% | $6,342-63.0% |
| Admin fee / account holder | $71,925 | $14,299+403.0% | $12,048+497.0% | $12,315+484.1% |