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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 | $12,604 | $160,028-92.1% | $147,080-91.4% | $145,884-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.45% | 98.60%-62.2pp | 420.17%-383.7pp | 551.85%-515.4pp |
| Employer contribution / active EE | $1,641 | $5,286-69.0% | $4,933-66.7% | $4,662-64.8% |
| Participant deferral / active EE | $2,333 | $8,422-72.3% | $8,066-71.1% | $6,690-65.1% |
| Admin fee / account holder | $9,322 | $15,030-38.0% | $12,989-28.2% | $13,392-30.4% |