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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 | $15,602 | $184,000-91.5% | $162,185-90.4% | $152,909-89.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.08% | 150.80%-131.7pp | 115.61%-96.5pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $868 | $8,033-89.2% | $7,297-88.1% | $5,851-85.2% |
| Admin fee / account holder | $2,537 | $13,124-80.7% | $10,844-76.6% | $11,601-78.1% |