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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 | $22,742 | $87,733-74.1% | $106,554-78.7% | $85,851-73.5% |
| Participation rate | 74.4% | 71.9%+2.4pp | 76.1%-1.8pp | 69.3%+5.0pp |
| Annual return | 97.69% | 21.86%+75.8pp | 26.80%+70.9pp | 318.63%-220.9pp |
| Employer contribution / active EE | $2,136 | $2,073+3.0% | $2,819-24.2% | $2,565-16.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $841 | $6,767-87.6% | $7,408-88.6% | $6,261-86.6% |