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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 | $25,052 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.12% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $6,397 | $6,183+3.5% | $5,432+17.8% | $4,876+31.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,378 | $16,852-68.1% | $13,881-61.3% | $10,886-50.6% |