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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 | $24,281 | $152,619-84.1% | $125,195-80.6% | $152,909-84.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.42% | 54.85%-37.4pp | 43.79%-26.4pp | 345.46%-328.0pp |
| Employer contribution / active EE | $3,124 | $4,947-36.8% | $3,866-19.2% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $492 | $13,437-96.3% | $9,704-94.9% | $11,601-95.8% |