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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 | $17,031 | $175,259-90.3% | $149,723-88.6% | $139,487-87.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 79.20% | 166.82%-87.6pp | 134.50%-55.3pp | 373.84%-294.6pp |
| Employer contribution / active EE | $3,850 | $5,478-29.7% | $4,821-20.2% | $4,755-19.0% |
| Participant deferral / active EE | $1,126 | $6,522-82.7% | $5,682-80.2% | $6,713-83.2% |
| Admin fee / account holder | $1,904 | $16,158-88.2% | $13,215-85.6% | $11,407-83.3% |