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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 | $15,681 | $184,000-91.5% | $162,185-90.3% | $152,909-89.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.01% | 150.80%-133.8pp | 115.61%-98.6pp | 345.46%-328.5pp |
| Employer contribution / active EE | $3,112 | $6,370-51.1% | $5,613-44.6% | $4,764-34.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,545 | $13,124-57.8% | $10,844-48.9% | $11,601-52.2% |